Every client should have a clear, cohesive and personalized financial plan. This plan should serve as a roadmap to navigate through life’s transitions while keeping clients on track. It is our goal to make every strategy well-designed, effectively communicated and periodically reviewed for adjustments.
As trusted advisors, we want to make a positive difference in the lives of our clients. Our core value is to always place our client’s needs and interests first. By doing this, we’ve committed to inspiring trust and loyalty in every client we serve.
We’re committed to using integrity in our planning process as we strive to put our client’s needs and interests first. It is our goal to simplify our clients’ lives by providing the financial confidence that comes from putting your financial future on track
Thank you to all of the generous donors!
Thank you for teaming up with us to make a difference in our local community!
Jim, Jordan and The Underhill Financial Team
*SPF does not provide tax or legal advice.
As a fee-based firm, we want to be honest in what we offer. That’s why we’re open and transparent when it comes to our services and what we charge.
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Includes Core Services Plus:
*One-Time Development Fee subject to change based on services selected.
The financial planning fees described above may increase or decrease depending upon the complexity of your individualized financial plan or the assets upon which your financial plan is based. Financial plans are sold pursuant to a Financial Planning Agreement (FPA) between The AmeriFlex® Group, an Independent Registered Investment Advisor and you, the client, pursuant to the terms and conditions contained therein. Please consult the fee listed on the FPA for the fee applicable to your financial plan. In the event of a discrepancy between the fees listed above and the fee listed on your FPA, the fee listed on your FPA will control.
Presentation by Underhill Financial, City National Rochdale, and WealthPoint, LLC. With introduction from Aaron Jones, Regional Consultant, AssetMark Trust Company.
Presentation by Underhill Financial and WealthPoint, LLC. With introduction from Aaron Jones, Regional Consultant, AssetMark Trust Company.
A Presentation by Alexandra L. Miller, CPA, PC. With introduction from Faith Chaffee, Vice President and Senior Portfolio Specialist, Savos Investments.
A Presentation by Ann Marie Chiasson, MD, MPH. With introduction from Brad Wheeler, President, AssetMark Trust Company.