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  • Santa Barbara Financial Planning & Wealth Management Services
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“Too often we see that people are not able to make quick and informative decisions because all of their pertinent information is scattered and outdated. We want to instill confidence in our clients by providing them the opportunity to access all of their most crucial information at anytime and be notified of opportunities or problems immediately so that they can collaborate with their advisors.” – Thomas Goodson, Founder and CEO of AmeriFlex® Financial Services

Our Financial Planning Team looks at your entire financial picture – including current assets and visions for the future. Our professionally designated financial advisors work on your behalf to implement and review your plans on a regular basis. AmeriFlex® Financial Services now offers a way for clients to see their complete financial picture in one place, at anytime, from anywhere. Click here for more information about our Featured Services

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