Jon Beaton, RICP, CPFA & Bob Chess, CFP®, CFS, RFP partner with The AmeriFlex Group®

Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with the addition of Jon Beaton, RICP, CPFA, and Bob Chess, CFP®, CFS, RFP. Jon and Bob join AmeriFlex from Osaic Wealth, Inc., with a combined 77 years of industry experience and a well-respected practice.

Bob founded Estate Solution Planners, Inc., in 2000, and Jon joined the firm in 2021. Together, they have built their firm’s reputation on helping clients turn long-term goals into reality through thoughtful, personalized strategies. Their approach focuses on addressing the complexities of both pre-retirement and retirement planning, offering a wide range of services tailored to each client’s unique needs. Jon, Bob, and their staff are committed to guiding their clients through every stage of their financial journey by building financial plans that are not only strategic, but also adaptable to life’s changes.

Tom Goodson, President & CEO of The AmeriFlex Group®, commented, “Bob and Jon exemplify what it means to deliver thoughtful, client-centered financial planning. Their shared commitment to building flexible, comprehensive plans aligns seamlessly with our mission of delivering meaningful, long-term financial solutions.”

The AmeriFlex Group® is recognized as The Home for Hybrids® (www.HomeForHybrids.com) – BD/RIA Transitional Wealth Planners™ (financial advisors). We are dedicated to empowering financial advisors through shared resources, technology, and collaboration – with a commitment to fiduciary excellence and a planner-first philosophy.