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Planning for Decumulation – Spring 2015

Women Face Challenges in Planning for Retirement – April 22, 2014 Santa Barbara Noozhawk

Understanding Social Security Survivor’s Benefits – February 18, 2014 Santa Barbara Noozhawk

No Simple Answers to Seemingly Simple Social Security Questions – January 28, 2014 Santa Barbara Noozhawk

Forge Strong Financial Relationships for Times of Transition – Janaury 13, 2014 Santa Barbara Noozhawk

Framing the Social Security Debate – December 9, 2013 Santa Barbara Noozhawk

A Small Bump in Social Security Benefit Payments – November 19, 2013 Santa Barbara Noozhawk – Social Security benefits will rise in 2014.

AmeriFlex® Hosts ‘Fun & Finance’ Events to Educate Women – November 15, 2013 Santa Barbara Noozhawk

Good Friends and Good Financial Advisors Share 7 Key Traits – November 14, 2013 Santa Barbara Noozhawk – What to consider when choosing an advisor.

Women’s Community Business Network to Present Talks on Finance – November 11, 2013 Santa Barbara Noozhawk – Bibi TaylorPresents AmeriFlex’s Woman Investor Program to WCBN

Dealing with Financial Fears So You Can Go On with Life – October 24, 2013 Santa Barbara Noozhawk – Addressing your fears with facts and worries with strategies to create a solid financial plan.

AmeriFlex® Explores Woman Investors Program – September 23, 2013 Santa Barbara View – For the first time, a South Coast company is paying specific attention to the needs of the woman investor.


Wealth Management Team

Tom HeadshotJustin HeadshotDiana HeadshotMax HeadshotChris HeadshotJustin T. PollackBrett WeichbrodHannah HeadshotJesse HeadshotRoss HeadshotDawnielle Brownell HeadshotMaria Headshot

Contact Us Now

Santa Barbara Office

8:30 a.m. PST - 5:00 p.m. PST
3700 State Street
Suite #310
Santa Barbara, CA 93105
(805) 898-0893
(805) 898-0759
Or have one of our representatives contact you.

Newport Beach Office

8:30 a.m. PST - 5:00 p.m. PST
5000 Birch Street
Suite 3000
Newport Beach, CA 92660
(949) 476-3712
Or have one of our representatives contact you.