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AmeriFlex celebrates 25 years of helping entrepreneurs

By   /  Friday, March 28th, 2014  /  Banking & Finance, Personal Finance, Small Business, South Coast, Top Stories, Tri-County Economy  /  Comments Off on AmeriFlex celebrates 25 years of helping entrepreneurs

After a quarter century in an industry that’s changed tremendously, AmeriFlex Financial Services is gearing up for its biggest year.

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Op/ed: Ten ways to shift to whole-family financial planning

By   /  Friday, February 22nd, 2013  /  Op/Eds, Opinion  /  Comments Off on Op/ed: Ten ways to shift to whole-family financial planning

By John Ambrecht  on February 22, 2012 For decades, estate and family business succession planning have been primarily about legally protecting and distributing family wealth and reassigning business assets, roles and responsibilities according to the wishes of those at the helm of the company or family unit. However, the landscape is shifting to incorporate a Read More →

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