Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded its network of Transitional Wealth Planners. Founded by Tad Lyle and Dustin Carr, their firm “Planning Resources” brings a combined 50+ years in the financial services industry.
Tad commented, “After completing our thorough due diligence process, we decided that TAG would be the best fit for the future of our firm. Our philosophies are directly aligned – place clients first and financial planning first. TAG supports our interest in the Hybrid model, and we believe that with a Broker/Dealer and RIA affiliation, we are able to offer our clients the best of both worlds.” Dustin also commented, “TAG’s focus on Transitional Wealth Planning is the perfect complement to the Planning Resources model of holistic planning. We are very careful and detailed throughout our financial planning process and finding a firm that also takes planning seriously was a top priority in our search for a long-term partner.”
Tom Goodson, President & CEO of The AmeriFlex Group® commented, “We are very excited to associate with Tad and Dustin. They will continue to own and operate their practice as independent financial advisors supported by TAG. The support we provide to our partner advisors in the Transitional Wealth Planning space continues to garner much interest. The fact that our partner advisors can maintain their independence and join a fast-growing group of ‘planners-first’ is very appealing.”
The 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 its advisor members & partners.
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If you would like more information, please contact Jesse Kurrasch at (702) 987-9732, by email at [email protected] or visit us at www.theameriflexgroup.com.