Greg and Grant Shulman 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 Gregory E. Shulman CFP®, ChFC®, CLU®, NSSA®, RICP® and Grant Shulman CFP®, BPC®, of G² Wealth Partners. The father-son team joins AmeriFlex from M Holdings Securities, bringing more than 35 years of combined extensive experience in retirement income planning, wealth management, investment strategy, and comprehensive financial planning for individuals and families.
Greg specializes in comprehensive retirement planning and wealth management. With more than 30 years in the financial services industry, he helps clients coordinate the many elements of their financial lives so they can spend confidently in retirement while protecting the assets they have worked hard to build.
Grant, who was recently named to the NJBIZ 2026 Forty Under 40 list, helps individuals and families build and preserve wealth through strategic financial planning and personalized investment strategies. Based in Red Bank, New Jersey, Grant uses a structured planning process to simplify complex financial decisions, organize assets, pursue tax-efficient strategies, and create clear income and investment plans aligned with each client’s goals.
Tom Goodson, President & CEO of The AmeriFlex Group®, commented, “We are thrilled to welcome Greg and Grant to The AmeriFlex Group. G² Wealth Partners is a family practice that shares our vision to create a legacy of commitment to clients in every aspect of their financial journey. Greg’s experience in retirement income planning paired with Grant’s expertise in strategic financial planning, makes them an excellent fit for our organization.”
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.