Our Services
Comprehensive Financial Planning
Turning your dreams into goals and your goals into a plan that’s right for you
The Financial Advisors at The Ameriflex Group are your go-to financial planners with resources to help you organize, centralize, and optimize your financial life. We are here to help you:
- Maximize your wealth by minimizing volatility, create a consistent income, invest according to your risk tolerance
- Minimize expenses through reducing insurance costs, taxes, and unnecessary fees
- Gain a sense of financial freedom by defining a bucket list and roadmap for completion
We will take the time to identify your goals and situation and assess your full current financial picture, reviewing how we can help align all the pieces to work together optimally for you. This includes special consideration of tax reduction, legacy planning and income planning to help develop a financial plan that truly fits your growth and protection needs from a holistic perspective. Our comprehensive financial planning services may include, but are not limited to:
- Financial situation and projections
- Retirement planning
- Income planning
- Insurance review
- Investment review and rebalance
- 529 goal-based plans
- Tax efficiency maximization
- Estate plan review
Turning dreams into goals and goals into plans
The Ameriflex Group is your go-to Bakersfield financial planner resources to help organize, centralize and optimize your financial life. We are here to help you:
- Maximize your wealth by minimizing volatility, create a consistent income, invest according to your risk tolerance
- Minimize expenses through reducing insurance costs, taxes, and unnecessary fees
- Gain a sense of financial freedom by defining a bucket list and roadmap for completion
We will take the time to identify your goals and situation and assess your full current financial picture, reviewing how we can help align all the pieces to work together optimally for you. This includes special consideration of tax reduction, legacy planning and income planning to help develop a financial plan that truly fits your growth and protection needs from a holistic perspective. Our comprehensive financial planning services may include, but are not limited to:
- Financial situation and projections
- Retirement planning
- Income planning
- Insurance review
- Investment review and rebalance
- 529 goal-based plans
- Tax efficiency maximization
- Estate plan review
