Last updated: May 21, 2026
The AmeriFlex Group, Inc. (“TAG,” “firm,” “we,” “us,” and “our”), an SEC Registered Investment Adviser, is committed to safeguarding the
confidential information of its clients (“client,” “you,” and “your”). We do collect nonpublic personal information in order to open and
administer your accounts with us and to provide you with accurate and pertinent advice. We hold all nonpublic personal information you
provide to us in the strictest confidence. If we were to change our policy, we would be prohibited under the law from doing so without
advising you first.
We will get your permission first before we share your personal information with most nonaffiliated third parties. However, this does not apply
to sharing information with nonaffiliated third parties in connection with maintaining or servicing your account, or administering transactions
requested or authorized by you. You may direct us not to make disclosures (other than disclosures required by law) regarding nonpublic
personal information to our financial marketing partners. You also have the right to opt out of having your information shared with affiliates
of TAG. If you wish to opt out of disclosures to third-party, please contact us at 702-987-9730.
TAG collects personal information about you from, among other sources, the following: applications or other forms; discussions with
nonaffiliated third parties; information about your transactions with us or others; questionnaires; tax returns; and estate planning documents.
TAG uses your personal information in the following manner:
We do not sell your personal information to anyone. We limit employee and agent access to information only to those who have a business
or professional reason for knowing, and only to nonaffiliated parties as permitted by law. (For example, federal regulations permit us to share
a limited amount of information about you with a brokerage firm in order to execute securities transactions on your behalf, or so that our firm
can discuss your financial situation with your accountant or lawyer.)
We will provide notice of changes in our information sharing practices. If at any time in the future it is necessary to disclose any of your
personal information in a way that is inconsistent with this policy, we will give you advance notice of the proposed change so you will have
the opportunity to opt out of such disclosure. We maintain a secure office and computer environment to ensure that your information is not
placed at unreasonable risk. For nonaffiliated third parties that require access to your personal information, including financial service
companies, consultants, and auditors, we also require strict confidentiality in our agreements with them and expect them to keep this
information private. Federal and state regulators also may review Firm records as permitted under law.
We do not provide your personally identifiable information to mailing list vendors or solicitors for any purpose. Personally identifiable
information about you will be maintained during the time you are a client, and for the required time thereafter that such records are required
to be maintained by federal and state securities laws. After this required period of record retention, all such information may be destroyed.
State-specific information
VT residents: For accounts with a Vermont mailing address, we may disclose all of the information we collect, as described above to
companies that perform marketing services on our behalf.
CA residents: For accounts with a California mailing address, we may disclose all of the information we collect, as described above to
companies that perform marketing services on our behalf. If you are a California resident, California law provides you with certain rights
pursuant to the California Consumer Privacy Act (“CCPA”) and supporting amendments under the California Privacy Rights Act (“CPRA”). By
providing you this notice, The AmeriFlex Group and its affiliates (collectively the “Firm”) outlines the rights of California residents with regard
to personal information that the Firm collects about you through the Firms website for marketing or information requesting purposes. The
Firms’ collection and use of your Personal Information for investment advisory, wealth management, financial planning, tax, estate planning
and other related services on your behalf for your personal benefit is generally governed by the Graham Leach Bliley Act (the “GLBA”), the
California Financial Information Privacy Act (“CalFIPA”), or the Fair Credit Reporting Act (“FCRA”). For all information not provided for
Financial Purposes and governed by the GLBA, this notice outlines the Firms’ comprehensive compliance framework implemented in
accordance with our compliance obligations under the CCPA and CPRA. Any terms defined in the CCPA and CPRA will have the same
meaning when used in this notice. Capitalized terms used but not otherwise defined herein or in the CCPA / CPRA shall have the meanings
given to such terms in our Privacy Policy Notice. California residents may also have additional rights in connection with their non-financial
data, as outlined in our California Privacy Policy Notice on our website at www.theameriflexgroup.com/ .
Client notifications
We will annually provide a notice to clients of our privacy policy. In the event of any material changes to our privacy policy, we will provide
clients with notice of such changes. The Firm welcomes any questions or comments about this notice, or the Firms’ privacy policies. Please
direct any questions or comments to: Calling the Firm at 1-702-987-9730 or send an email to the following address:
compliance@theameriflexgroup.com .