Our Services
Tax & Bookkeeping Services
Navigating the complexities of tax law can be challenging. Applegate Monetary Group offers expert tax advisory services to help individuals and businesses optimize their tax strategies, ensure compliance, and minimize liabilities. From comprehensive tax planning and preparation to navigating intricate tax regulations and resolving IRS issues, our experienced team provides personalized guidance tailored to your unique financial situation. Let us help you achieve peace of mind and maximize your financial well-being.
Retirement Planning & Consulting
At Applegate Monetary Group, we believe retirement should be a season of freedom, not financial stress. Serving the Hampton Roads area of Virginia and parts of North Carolina, our retirement planning services are designed to help you build, protect, and enjoy the life you’ve worked hard for.
We take the time to understand your goals, income sources, and lifestyle plans, then create a personalized roadmap that addresses:
Income planning to ensure your money lasts throughout retirement.
Investment strategies that balance growth with stability.
Tax-efficient withdrawal plans to help you keep more of your retirement income.
Legacy and estate considerations to protect your loved ones.
Whether you’re just starting to think about retirement or you’re already there and want to optimize your financial future, Applegate Monetary Group provides clear guidance, trustworthy advice, and ongoing support — so you can focus on enjoying your next chapter with confidence.
Virginia Public Adjusting & Notary Public
When disaster strikes your home or business in Hampton Roads, navigating the insurance claims process can be overwhelming. Applegate Monetary Group offers dedicated Public Adjusting services, serving as your advocate to ensure you receive the fair and maximum settlement you deserve. From coastal storm damage and flooding to fire, water, and other property losses, our experienced public adjusters meticulously assess damages, interpret complex policy language, and skillfully negotiate with your insurance company on your behalf. We understand the unique challenges faced by properties in Virginia Beach, Norfolk, Chesapeake, and across the Hampton Roads area. Let us take the stress out of your claim, allowing you to focus on recovery while we fight for your best interests.