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Text Content

554 Green Tree Cove, Suite 201B, Collierville, TN 38017

901-682-5553
rleger@appliedfinancialstrategies.com
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CREATE A RETIREMENT YOU LOVE!

Anchored in timeless values, Applied Financial Strategies is dedicated to
providing independent, objective financial advice.

Get Started


PARTNER WITH A TEAM THAT CARES

We take a personalized approach to investing. While considering all of your
circumstances, we develop financial and investment plans grounded in thorough
research, and we commit to staying with you throughout your financial journey.

Get to Know Us


SOMEONE YOU CAN TRUST

You need a financial plan that can adapt to changes in your life. We can help
develop a flexible plan  designed to grow with you.

We're here for you!


Empathy

You've worked hard to build a career and assets. We take our responsibilities
seriously. With over 40 years of industry experience we have shared many of the
same life experiences as our clients.

Integrity

We state the truth as we see it and hold ourselves accountable for the advice we
offer. We fully disclose our findings, compensation, and any conflicts of
interest. It is our duty to explain the reasons for our recommendations and to
fully answer your questions.

Partnership

Our relationship with you is a partnership. Successful planning requires a joint
effort. It is important that you actively participate in each step of the
process.

Excellent Service

We understand busy schedules. We answer and return phone calls! We accommodate
clients with extended hour and weekend appointments! We believe a regular dialog
with you creates a synergy which helps assure mutual success.


HOW MUCH DO YOU KNOW ABOUT INVESTING?

These days, investing in financial markets is a common practice. Yet, many
Americans remain under-informed about how various investment products really
work. Want to know how you rank? Challenge yourself with our brief quiz, "Test
Your Investing IQ."

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WHO YOU WORK WITH MAKES A DIFFERENCE

Put your financial concerns about your retirement to rest. Working together, we
can develop plans for a retirement that matches what you value the most.

About Us


RESOURCESFINANCIAL INFORMATION


THE CYCLE OF INVESTING

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A LOOK AT SYSTEMATIC WITHDRAWALS

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PREPARATION IS THE KEY TO RETIREMENT

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WORK WITH US

You deserve the satisfaction that comes from wise preparation. Let Applied
Financial Strategies help you prepare for whatever the future may hold.

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CONTACT

Office: 901-682-5553

554 Green Tree Cove

Suite 201B

Collierville, TN 38017

rleger@appliedfinancialstrategies.com


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The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
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Copyright 2024 FMG Suite.



The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. The opinions expressed and material
provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

©2024 Applied Financial Strategies, LLC

Securities and investment advisory services offered through Osaic Wealth, Inc.
member FINRA/SIPC.

Osaic Wealth is separately owned and other entities and/or marketing names,
products or services referenced here are independent of Osaic Wealth.

Working with an advisor who is a Better Business Bureau member cannot guarantee
investment success or that financial goals will be achieved. Advisors who
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Business Bureau is not affiliated with or endorsed by Osaic Wealth.

Contact for web issues stacy@appliedfinancialstrategies.com