A Santa Barbara Based Financial Planning and Wealth Management Firm is Expanding its Business to Include a Focus on Baby Boomer's Concerns as they Approach Retirement

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AmeriFlex® Financial Services Sets Goal to Educate Baby Boomers On Social Security As A New Generation of Retirees Prepares to Collect Benefits.

Providing Financial Planning and Wealth Management Services to the Santa Barbara Area since 1988.

After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect.

Local privately owned financial planning and wealth management company is expanding its business to include a focus on baby boomer’s concerns as they approach retirement. For 24 years, AmeriFlex® has been the go to company for wealth management and retirement planning. As the needs of clients have changed over the years, so have the services provided by AmeriFlex®.

After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions they make now can have a tremendous impact on the total amount of benefits they stand to receive over their lifetime.

Questions boomers are asking include:

  •     Will Social Security be there for me?
  •     How much can I expect to receive?
  •     How can I maximize my benefits?

To help baby boomers better understand the Social Security system, AmeriFlex® will be holding workshops to educate boomers and help them plan accordingly.

For more information about upcoming workshops, contact Bibi Taylor, Social Security Project Coordinator for AmeriFlex® at bibi.taylor(at)ameriflex(dot)com.

About AmeriFlex® Financial Services
AmeriFlex® Financial Services is a privately owned financial planning and wealth management firm based in Santa Barbara, California since 1988. Our team of dedicated professionals helps provide financial confidence to businesses, non-profit organizations, families and individual investors through financial and retirement planning, insurance services, asset management, trust services and 401(k) plans. For more information, visit http://www.AmeriFlex.com.
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Financial Advisors and Registered Representatives associated with AmeriFlex Financial Services offer securities and advisory services through SagePoint Financial, Inc., member FINRA/SIPC. Insurance services offered through AmeriFlex Financial Services, which is not affiliated with SagePoint Financial, Inc or registered as a broker-dealer or investment advisor. Registered Representative may only discuss/and or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, GA, IL, IN, MI, MO, NC, ND, NJ, NM, NV, NY, OH, OR, PA, PR, SC, TX, VA, WA, WI.

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Bibi Taylor
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