Our Services
Investment Management
Helping you make informed financial decisions
As Bakersfield Financial Advisors at The Ameriflex Group, we begin our process with setting investment goals and objectives working closely with you to carefully evaluate each step in conjunction with your own transitional and life circumstances. Our advice is always fiduciary, objective and unbiased. Having established your goals, we will then:
- Review, access and strategize your financial situation
- Review projections of your net worth and cash flow
- Perform a scenario analysis
- Undertake an investment management process including
- Discovery
- Strategy development
- Implementation
- Monitoring/adjusting the portfolio
Helping you make informed financial decisions
As Financial Advisors at The Ameriflex Group, we begin our process by establishing setting investment goals and objectives. We work closely with you to carefully evaluate each step in conjunction with your own transitional and life circumstances. Our advice is always fiduciary, objective, and unbiased.
Once your goals are established, we will:
- Review, access and strategize your financial situation
- Review projections of your net worth and cash flow
- Perform a scenario analysis
- Undertake an investment management process including
- Discovery
- Strategy development
- Implementation
- Monitoring/adjusting the portfolio
