You’ve Heard us on KKLA 99.5FM and now you can hear us on KRLA 870 AM with Hugh Hewitt
You’ve Seen us on General Haig’s World Business Review Report
Now you can Meet us by calling 866-SEEK COUnsel
William C. O’Connor, CFP, EA, ATA
Robert Micone, MBA


KKLA’s and now KRLA's own "Money Guys"

We Give Your Future Direction!

Click Here for
A calendar of
our upcoming
seminars and events

Applied Financial Planning, Inc. is a full-service investment advisory firm with an emphasis on helping clients:

  • Create and Grow their Wealth while assisting them in
  • Protecting and Preserving their wealth, and
  • Planning the Distribution of Your Wealth during lifetime and at death in a Tax Advantageous manner.
  • We are your Retirement Income Experts

    • Additional Specialties:

  • Investment Portfolio Analysis
  • Individual Stock Selection
  • Tax Advantaged Investing
  • Reposition Captive Real Estate Equities

    • We also assist clients in tax reduction strategies, giving them more investable income. With offices in Orange County, CA, Applied Financial Planning offers over 60 years combined experience in sound financial advice. We also have offices available to meet our LA and Ventura clients either in the Valley or in Glendale.

    While browsing through our Website, please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

    Reach us Toll Free at 1-866-SEEK-COUNSEL, that's 1-866-733-5268 or 949-380-1210.

    Call or e-mail us for an initial consultation and see what the "Money Guys" can do for you.

    For an overview of the Financial Planning Process, click on the Financial Planning Toolkit link below.

    NEW - Financial Planning Toolkit

    For an overview of the Business Owner Toolkit Process, click on the Business Owner Toolkit link below.

    NEW - Business Owner's Toolkit

    You won't want to miss this opportunity to hear Bill and Robert, KKLA's "Money Guys".

    Remember our Motto..."We Give Your Future Direction"...and help you to become better Stewards of your resources as you "Build up the Kingdom".

    You can hear us on KKLA.FM (99.5FM) Monday thru Thursday in the afternoon and LIVE with FRANK PASTORE on TUESDAYS BETWEEN 6:05pm and 6:15pm AND on THURSDAYS between 5:30pm and 5:40pm.

    We speak to topical issues regarding Financial, Investment and Tax Planning, such as:

    DO YOU KNOW WHERE YOUR 401k IS? HOW IS IT PERFORMING? IS IT BEING HELD "CAPTIVE"?

    WHAT ARE THE FACTORS AFFECTING YOUR PENSION PLAN? HOW SAFE IS IT?

    IS THE IRS THE PRIMARY BENEFICIARY OF YOUR LIFE's SAVINGS?

    WILL YOU HAVE THE RETIREMENT YOU PLANNED ON...OR ONE YOU'LL HAVE TO SETTLE FOR?

    What is an EQUITY CONVERSION and does it Apply to Me?

    Our Corporate offices are in Orange County and we have Field offices in West L.A., Glendale and the Woodland Hills area.

    We were priviledged to be on a panel discussion with General Alexander Haig, former Secretary of State under President Reagan. The General wanted to have a show about financial planning, but he wanted independent advisors to participate. Applied Financial Planning, Inc. was chosen. Bill and Robert sat on panel with the General. You may have seen it on the BRAVO channel. We will be receiving the copy and will make it available if you would like to see the discussion.

    In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors.

    Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

    As you browse through our Website, you will see that not only have we highlighted background information on our firm and the services we provide, but have also included useful resources such as informative articles (in our Newsletter section), Planning roadmaps in the Financial Planning Toolkit (the link is at the top of this page) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external Websites that we felt would be of interest to our clients and visitors (in our Internet Links section