The AmeriFlex Group, a Las Vegas-based hybrid RIA, has rolled out a proprietary financial planning solution, AmeriFlex Premier+, that allows advisory firm clients to look at the possible future outcomes that could result from their planning decisions.
The solution generates what-if scenarios related to situations such as retirement, divorce, the death of a spouse, or purchasing or selling a house or a business. AmeriFlex Premier+ also helps advisors provide their clients with customized service.
“For advisors, it’s a cost-effective and scalable solution that drives personalized planning guidance across a diverse client base," Thomas Goodson, AmeriFlex CEO and founder, said in a statement. “For clients, we’ve built a ‘bridge’ to easily envision the outcome of their planning goals.”
In late 2021, AmeriFlex launched SuccessionFlex, a program designed for advisors within five years of retirement. SuccessionFlex lets advisors enter a succession and continuity agreement that includes an option, prior to retirement, to sell 30% to 40% of their current revenue stream to AmeriFlex Group, with no minority ownership discount.
Since it was launched in 2019, AmeriFlex Group has grown to over 100 advisors and more than $6.4 billion in assets under advisement by buying minority stakes in RIAs.
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