AmeriFlex Group rolls out proprietary planning solution

AmeriFlex Group rolls out proprietary planning solution
AmeriFlex Premier+ will allow advisory firm clients to look at possible future outcomes that could result from their planning decisions.
MAY 05, 2023

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.

Reassuring clients about a firm's succession plans

Latest News

Envestnet taps Atria alum Sean Meighan to sharpen RIA focus
Envestnet taps Atria alum Sean Meighan to sharpen RIA focus

The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.

LPL, Evercore welcome West Coast breakaways
LPL, Evercore welcome West Coast breakaways

The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.

Supreme Court slaps down brokerage's appeal vs. FINRA expulsion case
Supreme Court slaps down brokerage's appeal vs. FINRA expulsion case

The high court's decision rebuffing Alpine Securities marks a setback for a broader challenge to Wall Street's reliance on self-regulatory organizations.

RIA moves: Arax extends Midwestern reach, Steward Partners debuts in Arizona
RIA moves: Arax extends Midwestern reach, Steward Partners debuts in Arizona

Arax acquires a boutique firm's $4 billion RIA business in Michigan as Steward Partners continues its Southwestern expansion.

In this hi-tech world of finance, JPMorgan has an old school strategy to woo HNWs
In this hi-tech world of finance, JPMorgan has an old school strategy to woo HNWs

Wealth management is a key focus for a new service tier.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave

SPONSORED The evolution of private credit

From direct lending to asset-based finance to commercial real estate debt.