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Wealth Management Advisors Since 1988
AmeriFlex
is a privately owned Wealth Management Financial Consulting Firm based in Santa
Barbara, California. Our team of dedicated professionals helps to provide
financial security for businesses and individual investors.
Since 1988 we have evolved to become your full service wealth management solution provider.
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Wealth Management Planning
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Our Wealth Management Planning Team assists individuals with assets in transition, such as from retirement, an inheritance, divorce, or job change, and with the question of whether they will have enough money to satisfy their retirement income needs. We have a team of professionally designated advisors, including CERTIFIED FINANCIAL PLANNER™ certificants (CFP®), Chartered Financial Consultants (ChFC) & Chartered Life Underwriters (CLU). We approach each client from a planning perspective, and our services to each client may include:
- Retirement Income Projections
- Comprehensive Financial Plans
- Asset Based Brokerage Systems (ABBS)
- Systematic Reviews
CLICK
HERE to contact us or for more information about our strategic
income planning serivces.
Wealth Management News (click
to view)
Click here to view current year's newsletters
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Financial Advisors and Registered Representatives associated with AmeriFlex Financial Services offer advisory services through Securities America Advisors, Inc., and offer securities through Securities America, Inc., member FINRA/SIPC. AmeriFlex Financial Services is not an affiliated entity of the Securities America companies. Securities licensed in AR, AZ, CA, CO, FL, GA, HI, IL, IN, MA, MI, MO, NV, NJ, NY, NC, OR, PA, PR, SC, TX, VA, WA, WI. Advisory licensed in CA. Insurance licensed in AR, AZ, CA, CO, FL, MI, MO, NC, NJ, NV, TX, WA.
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