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Blog

Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
AmeriFlex Financial Services | Jul 7, 2023

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Toddler standing at the bottom of a stone staircase
AmeriFlex Financial Services | Jul 7, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Ten key accounting calculator on a soft yellow desk
AmeriFlex Financial Services | Jul 7, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Address

3336 East Chandler Heights Road
Suite 117
Gilbert, AZ 85298

Contact

P | 480-214-7663
F | 480-214-7668
E | rollywhite@ameriflexaz.com

Osaic Wealth Form CRS  

Securities offered through Osaic Wealth, Inc., member FINRA / SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, MT, OR, PA, TN, TX, UT & WA.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

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