Applied Capital Management, Inc. Information

At our firm, we have the client, and only the client in mind. Our mission is to get to know and understand your needs, wants and long term goals. We want to help you develop, implement and monitor a strategy that's designed to address your individual situation. We understand the difficulties that families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment and efforts are focused on you, the client so you can pursue the life you desire. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC. sipc.org. Financial planning offered through Applied Capital Management, Inc, a registered investment advisor and a separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Applied Capital Management Inc. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.