The AmeriFlex Group?

We’re thrilled to announce our partnership with Jacob J Reid and his firm, Capital Insight Financial Group, with offices in Livermore and Menlo Park, CA! With over 20 years of experience in the financial services industry, Jacob and his team bring a wealth of knowledge and a dedication to serving individuals and families with industry-leading Fintech solutions. Their focus on delivering deep, inclusive financial planning and diligent investment management aligns perfectly with our mission. We look forward to supporting Jacob and his team as they continue to inspire and deliver exceptional outcomes for their clients. Welcome to the TAG family, Jacob and Capital Insight Financial Group! #Partnership #WealthManagement #FinancialPlanning #AmeriFlexGroup #Growth #Success https://lnkd.in/gGzZ87Sr

We’re #hiring a new Tech-Savvy Financial Planner (Remote in Colorado) in Las Vegas, Nevada. Apply today or share this post with your network.

Our new Advisor Transition Network Marketplace cuts out the middleman and associated fees. Connect directly with any of our nationwide in-house network of prepared buyers representing over 200 qualified advisors. Click below to learn more or visit us at https://lnkd.in/gVwvnXWP https://lnkd.in/gq6NK8wu

We are excited to announce that The AmeriFlex Group? has surpassed 200 pillar partner advisors with total assets exceeding?$13 Billion on our platform! As a rapidly growing, advisor-owned hybrid RIA, we remain committed to putting financial planning first. Our team is also on track to reach or surpass our goal of 315 financial advisors by 2026. This rapid expansion is fueled by our innovative programs and industry-leading succession support. Learn more about our journey and what's ahead: https://lnkd.in/g-WYqybj #AmeriFlexGroup #FinancialPlanning #RIA #Growth #FinancialAdvisors #SuccessionPlanning

Our CEO, Thomas J. Goodson, just shared some critical insights on the growing retirement gap in wealth management. There is an industrywide dearth of good transition options for aging advisors and an inadequate infrastructure in place to support NextGen advisors looking to replace them. In this article, he explains why providing independent advisors with lots of options is critical to success. Read the full article here: https://lnkd.in/gZEHj2CV #WealthManagement #RetirementPlanning #FinancialAdvice #TheAmeriFlexGroup #LeadershipInsights

We are thrilled to welcome Daniela Dunne to The AmeriFlex Group's Santa Barbara office! Daniella brings a wealth of experience in supporting our team, and we are confident she'll be a fantastic addition to our growing family. Check out the blog post to learn more. Join us in welcoming Daniela to the team! #Welcome #TeamGrowth #SantaBarbara #NewBeginnings #FinancialPlanning https://hubs.la/Q02Ljgg90

“When considering portfolio allocations, non-political factors are more important than short-term, US national political issues,” our Founder and CEO Thomas J. Goodson told InvestmentNews for a recent article on the impact of the Presidential Election on portfolio allocations and financial planning. Thank you, @Gregg Greenberg, for including Tom’s throughs in your piece. Read the full story by clicking the link below. #WealthManagement #FinancialPlanning #PortfolioAllocations #Investments #RepublicanNationalConvention #RNC #PresidentialElection ? https://lnkd.in/gAZnqhup

“Wealth Management firms that want to win business must do more to support women,” wrote Hannah Buschbom and Thomas J. Goodson in a recent WealthManagement.com op-ed. As the first generation of women advisors face retirement, at the same time the Great Wealth Transfer is placing significant wealth in the control of more women than ever before. Buschbom and Goodson outline the need for firms to take action to support these key demographics, and specific steps they can take today to grow in this dynamic market. Read the entire piece on?WealthManagement.com #WealthManagment #Succession #WomeninWealth #FinancialServices https://lnkd.in/gpE8YE5v

We are honored to be nominated by WealthManagement.com!