Daniel Kautz & Jeffrey Buckley partner with The AmeriFlex Group®
Las Vegas, NV – The AmeriFlex Group® recently expanded their network of Transitional Wealth Planners. With nearly 40 years of combined experience developing and implementing comprehensive financial plans for professionals, business owners, individuals and families with members in need of Supplemental Needs Trusts, Daniel Kautz and Jeffrey Buckley, Esq., CFP® of Kautz Buckley Independent Wealth Management, LLC are the first Transitional Wealth Planners to affiliate with The AmeriFlex Group in the State of New York.
Buckley says, “Our affiliation with The AmeriFlex Group compliments our holistic, planning-centric client relationships and aligns our transitional wealth planning practice with the hybrid broker/dealer and Independent RIA affiliation model we were seeking. Additionally, the opportunity to partner with such a dynamic, progressive Independent RIA and join the extensive network of affiliated, like-minded advisors it has assembled was quite compelling.”
Tom Goodson, President & CEO of The AmeriFlex Group® commented, “Jeff and Dan are a great team and we are excited to welcome them to The AmeriFlex Group®. They are active with many charitable organizations in their community. We are proud to partner with such a community-based group. They have been a pleasure to partner with and we look forward to their continued growth with us.”
The AmeriFlex Group® is recognized as The Home for Hybrids® (www.HomeForHybrids.com) – BD/RIA Transitional Wealth Planners™ (financial advisors). The RIA is owned-and-operated by its advisor members & partners.
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If you would like more information, please contact Jesse Kurrasch at (702) 987-9732, by email at firstname.lastname@example.org or visit us at www.theameriflexgroup.com.