Updated November 20, 2023
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AmeriFlex Group

Investment Advisor Firm
Total assets under management$3.4B
Years in business5+

About AmeriFlex Group

The Amerilex Group is a financial advisory company that provides services to individuals and families going through various life transitions. Their wealth management team assists clients experiencing significant changes such as retirement, business ownership, marital status change, inheritance, a real estate sale, and a job/career transition.

For individuals nearing retirement, the AmeriFlex Group helps them stack income sources to meet their retirement needs. They also provide guidance on how to leave a legacy to loved ones or support charitable interests. Business owners can benefit from the firm's coordination of professionals who manage the financial aspects before, during, and after a business liquidation or sale. Clients going through a change in marital status can rely on the firm's experience to understand the financial impacts of a settlement agreement. They also provide strategies for protecting and growing assets during this transition. And in the case of inheritance, the AmeriFlex Group helps clients identify necessary actions and guides them on what to expect when handling inherited assets. Strategies for effectively managing these assets are also provided.

Throughout these transitional periods, the AmeriFlex Group aims to help clients reach their Preferred Outcomes® by utilizing their knowledge, experience, and integrity. Whether navigating through retirement planning or managing complex financial situations resulting from life changes, the AmeriFlex Group strives to provide objective and factual assistance while maintaining an approachable tone.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Retirement Planning
  2. Inheritance Strategies
  3. Investment Management

More about AmeriFlex Group

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
30558585

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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