Santa Barbara Based Financial Services Firm Alleviates Hardship of Needing Multiple Investment Managers on Trust and Personal Financial Accounts

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AmeriFlex® Financial Services is Now Able to Offer Investment Management on Trusts

Providing a team approach to financial advice, asset management and retirement planning since 1988.

...we are able to provide our clients with the same high level of service and attention on their trust(s) that we provide for their personal portfolios.

AmeriFlex® Financial Services, a Santa Barbara based and privately owned financial planning and wealth management company established in 1988 has partnered with Franklin Templeton Bank & Trust to enable clients to have all of their assets, including their trusts, managed by AmeriFlex®.

In a traditional trust, the trustee is responsible for both the investment management and trust administration. The problem with integrating both the asset management and trust administration under one provider is that the client has to establish a relationship with a new investment manager that may not understand their entire financial situation. To alleviate this problem and permit clients to receive the benefit of having all of their financial assets managed by their existing investment manager, AmeriFlex® has decided to partner with Franklin Templeton Bank & Trust’s Advisor Directed Trust (ADT).

Through this partnership with ADT, AmeriFlex® will be able to manage the trust assets while Franklin Templeton Bank & Trust will handle the trust administration and safekeeping duties. Incorporating clients' trust assets into their overall financial plan can enable their portfolio to be managed to its greatest potential—taking advantage of tax efficiencies, creating a truly diversified portfolio and best meeting their risk and return objectives.

“The main issue with a traditional corporate trust is that the new manager needs time to learn and understand our client's history, including risk tolerance and specific financial needs. These are details we already know well based on our existing relationship with that client. By partnering with ADT, we are able to provide our clients with the same high level of service and attention on their trust(s) that we provide for their personal portfolios,” said Thomas Goodson, founder and CEO of AmeriFlex® Financial Services.

Advisor Directed Trust Services is available to any AmeriFlex® client as part of our premier service. To learn more, please contact an AmeriFlex representative at (805) 898-0893.

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. For more information, visit http://www.AmeriFlex.com.

Franklin Templeton Bank & Trust is not affiliated with SagePoint Financial, Inc.
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. 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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