Our Services
Transitional Wealth Planning
Planning for the next chapter in your life.
The Financial Advisors at The Ameriflex Group specialize in helping clients who are going through a financial transition such as a retirement, divorce, death of a spouse, or selling of a business. We understand the unique combination of stress, difficulty, and disruption that critical changes bring. We are here to help you understand your options, diffuse stress, and to empower you to make proactive financial choices.
In support of such major life changes, we provide the following services:
- Situational analysis as it relates to your financial transition
- Financial planning and/or recommendations as it relates to your situation goals and objectives
- Additional financial planning as needed
- Account restructuring
- Tax planning
- Portfolio management planning
