SagePoint Financial has announced that AmeriFlex Financial Services of Santa Barbara, Calif., has affiliated with the firm. Tom Goodson, founder and CEO of AmeriFlex Financial, brings with him four advisors, four staff members and more than $200 million of assets under management.
AmeriFlex Financial offers comprehensive financial planning services, including retirement, tax, estate, college education and risk management planning.
SagePoint Financial, headquartered in Phoenix, Ariz., has over $25 billion in total account assets and nearly 1,700 affiliated independent financial advisors.
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