About Us
Who We Help
Planning for where you are now and where you want to go.
Regardless of where you are in life, The Ameriflex Group provides customized financial planning and investment management geared to your unique goals and objectives, designed to maximize your wealth and minimize your expenses.
If You’re Experiencing a Critical Life Change
If you’re going through a divorce, death of spouse, or if you’re selling a business, we have significant experience and expertise in providing prudent financial guidance to help protect your wealth and minimize stress and expenses.
If You’re Entering Your Retirement Years
Whether you’re ten years away from or approaching retirement, we will help you transition into your golden years by carefully structuring your accounts, investments, assets and benefits to optimize income and to budget for your
If You’re Mid-Career, Wanting Financial Advice
You’re in your peak earning years and have made investments and accumulated assets. You also feel that there is more you could be doing if you had some financial guidance. we can provide the comprehensive planning and advice to help ensure you reach your objectives and goals for the next stage of life.
