Jim Underhill, CFP® and Jordan Underhill, CRPC® of Tucson join The AmeriFlex Group®


Las Vegas, NV August 19, 2020 – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded their network of transitional wealth planners. With over 25 years of combined experience managing wealth, Jim and Jordan bring extensive experience as Transitional Wealth Planners. Jim and Jordan are a father-and-son team, operating under the name, “Underhill Financial Advisors, LLC.” “After considerable due diligence, partnering with The AmeriFlex Group® became the logical choice. Our partnership allows us to maintain our independence as business owners and advisors. We also have the option to ‘virtually’ plug into a professional organization of credentialed financial advisors that provide additional resources to support us and our clients. Furthermore, as total wealth managers focused on Transitional Wealth Planning, we will be able to collaborate with other specialists within the broad AmeriFlex Group® network. It’s truly a win-win.” Tom Goodson, President & CEO of The AmeriFlex Group® commented, “Jim and Jordan represent all of the traits you would want in your trusted financial advisor: honesty, integrity and professionalism. As The AmeriFlex Group® continues its controlled growth plans throughout the Western United States, we are hopeful to associate with more partners such as Jim and Jordan. We are very proud that they have decided to partner with us.” The AmeriFlex Group® is recognized as a home for hybrid BD/RIA Transitional Wealth Planners™ (financial advisors). The RIA is owned-and-operated by its advisor members & partners

Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Additional Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance is offered independent of SPF.

8485 W Sunset Road, Suite 204, Las Vegas, NV 89113


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. Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC.