AmeriFlex Premier+ platform gives clients a glimpse into potential future outcomes and guides decision-making
Las Vegas, May 4, 2023 /PRNewswire/ — AmeriFlex Group®, a fast-growing advisor-owned hybrid RIA that puts financial planning first, today announced a unique high-tech financial planning solution that equips advisors to deliver advanced service announced the launch of AmeriFlex Premier+. experience and help clients envision the outcome of their planning goals.
This automated, all-in-one planning solution provides a series of “what-if” scenarios that reflect the transitional situations clients face throughout their lives, such as retirement, buying or selling a home or business, divorce or the loss of a loved one. generate. This allows advisors to offer customized services without the expense, effort and complexity of building and maintaining a transitional wealth planning platform on their own.
Thomas Goodson, CEO and Founder of AmeriFlex, said: A “bridge” to easily envision the outcome of planning objectives.”
A select group of AmeriFlex Advisors with high net worth clients participated in the soft rollout and are using the program in both virtual and in-person meetings with impressive results. AmeriFlex Chief Planning Officer, hannah bushbomb, CFP®, CDFA®, CFF® states: A life-changing decision that could resonate for years. ”
About AmeriFlex Group:
AmeriFlex Group® is recognized as The Home for Hybrids® (www.HomeForHybrids.com) – BD/RIA Transitional Wealth Planners™ (Financial Advisors). The RIA is owned and operated by Advisor Members and Partners. Securities offered through FINRA/SIPC member SagePoint Financial, Inc. (SPF). Investment advisory services provided through AmeriFlex® Group, an independent registered investment advisor. SPF is independently owned and any other entity or marketing name, product or service mentioned herein is not affiliated with SPF. Insurance is provided separately from SPF. 8485 W Sunset Road, Suite 204, Las Vegas, NV 89113
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Source AmeriFlex Group