Wealth Management Services

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Wealth Management Servicesameriflex2015-09-18T11:00:17+00:00

Annual Planning Services

Retirement Planning
Income and Expense Analysis
Tax-Planning Strategies
Education Planning
Succession and Estate Planning
Social Security and Medicare Strategies
Required Minimum Distribution Planning

Asset Management Services

Investment Management
Cash Management
Liability Management
Portfolio Analysis

Life and Health Services

Mitigate Longevity Risk
Healthcare Coordination
Insurance Review
Annual Beneficiary Updates

Financial Aggregation

Consolidation of Financial Accounts
Digital Imaging of Important Documents
Net Worth and Cash Flow Statement Generators

Business Services

401(k) Investment Services
Defined Benefit/Contribution Plan Creation
Retirement Plan Contribution Strategies

Micellanous

Coordination with Trusted Advisors
(i.e. CPA, Attorney, Mortgage Broker, Real Estate Agent)
Notary Services
Personal Property Analyss
Trust Services

CORPORATE OFFICE:
8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: [email protected]
Web: AmeriFlex

Securities offered through Osaic Wealth, Inc. member FINRA, SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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