Welcome To

The AmeriFlex Group

Our Wealth Management Team specializes in providing services to individuals and families with assets in one of the following life transitions: Retirement Assist clients to stack income sources to meet retirement needs, and how to leave a legacy to loved ones or charitable interest Business Owners Coordinate various professionals to manage before, during, and after a business liquidation or sale Change in Marital Status Assist to understand the financial impacts of a settlement agreement, and how to protect and grow their assets Inheritance Identify what actions you may need to take, what to expect, and strategies for handling your inherited assets. Sale of Real Estate Assist to understand the financial impacts of a potential sale or exchange of real property Job/Career Transition Aggregation of retirement accounts and investment management needs We help you navigate through these transitional periods with our knowledge, experience, and integrity.

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About The AmeriFlex Group

Our Wealth Management Team specializes in providing services to individuals and families with assets in one of the following life transitions:

Retirement Assist clients to stack income sources to meet retirement needs, and how to leave a legacy to loved ones or charitable interest
Business Owners Coordinate various professionals to manage before, during, and after a business liquidation or sale
Change in Marital Status Assist to understand the financial impacts of a settlement agreement, and how to protect and grow their assets
Inheritance Identify what actions you may need to take, what to expect, and strategies for handling your inherited assets.
Sale of Real Estate Assist to understand the financial impacts of a potential sale or exchange of real property
Job/Career Transition Aggregation of retirement accounts and investment management needs

We help you navigate through these transitional periods with our knowledge, experience, and integrity.