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Wealth Management Advisors Since 1988
AmeriFlex
is a privately owned Wealth Management Financial Consulting Firm based in Santa
Barbara, California. Our team of dedicated professionals helps to provide
financial security for businesses and individual investors.
Since 1988 we have evolved to become your full service wealth management solution provider.
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AmeriFlex Commercial
News Flash - Business Times
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Wealth Management Planning
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Our Wealth Management Planning Team assists individuals with assets in transition, such as from retirement, an inheritance, divorce, or job change, and with the question of whether they will have enough money to satisfy their retirement income needs. We have a team of professionally designated advisors, including CERTIFIED FINANCIAL PLANNER™ certificants (CFP®), Chartered Financial Consultants (ChFC), Chartered Life Underwriters (CLU) & Chartered Advisor for Senior Living (CASL). We approach each client from a planning perspective, and our services to each client may include:
- Retirement Income Projections
- Comprehensive Financial Plans
- Asset Based Brokerage Systems (ABBS)
- Systematic Reviews
CLICK
HERE to contact us or for more information about our strategic
income planning serivces.
Wealth Management News (click
to view)
Click here to view current year's newsletters
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Securities offered
through Brecek & Young Advisors, Inc., A Registered Investment
Advisor/Broker-Dealer. 3700 State Street, Suite 310, Santa Barbara, CA 93105.
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