Allen Taylor & Sherry Taylor of Newcastle Financial Advisors in Orange County, CA partner with The AmeriFlex Group®
Las Vegas, NV – The AmeriFlex Group® (TAG), headquartered in Las Vegas, NV recently expanded their network of Transitional Wealth Planners. The Taylors, a husband & wife team, bring over 14 years of experience in the financial planning profession. The Taylors specialize in helping families – particularly women – through life transitions. “We’ve always been client focused” says Allen, about his new affiliation with TAG. “Our motto ‘Service with Gratitude’ really exemplifies how we help our clients through transitional moments. We joined with TAG to enhance and strengthen our ability to plan financial futures for our clients in a complex and changing economic landscape.” Thomas Goodson, President & CEO of TAG commented that, “The Taylors and Newcastle Financial Advisors are a great addition to the TAG Team – their collaborative nature will be beneficial to all our clients and team members.” TAG is recognized as a home for hybrid BD/RIA Transitional Wealth Planners™ (financial advisors). The RIA is owned-and-operated by its advisor members & partners.