Consultants
AmeriFlex Group Consultants consist of unique and seasoned planners – all are dedicated to the success of their clients. Our singular goal is to always meet and exceed your expectations.
The AmeriFlex Group believes in a community of collaboration – it is common to “team-up” with a TAG specialist to address and solve client-specific challenges.
(Click on the consultant to learn more)
High Net Worth Financial Planning
jesse.kurrasch@ameriflex.com
(702) 987-9732
Scott Kvancz, Esq
Specialty:
TAG Legal is committed to providing clients of The Ameriflex Group with legal services designed to meet their needs. By working directly with you and your team, we are able to act more efficiently and pass the savings on to your clients. TAG Legal’s proprietary technology leverages the information you have already collected from your client, eliminating the need to ask questions you have already had answered. This allows us to charge fees that are typically at least 25% less than other law firms. In addition to making our process more efficient, having access to this information also shows the client how well you know and understand them and their goals.
Example:
Creating comprehensive, trust-based estate plans designed to effectively implement the client’s desire to provide for their family, minimize taxes, and eliminate the need for probate. This process is also a fantastic opportunity to identify held-away assets to add to your AUM.
General Business and Real Estate Law – We assist clients (and advisors) in matters such as Real estate transactions including purchases, sales and leases, Corporate or partnership sales, mergers, and acquisitions, General business transactions and contracts including legal enforceability analyses of non-compete and non-solicitation clauses.
*Scott Kvancz is not registered or affiliated with SagePoint Financial, Inc.
Timothy McConnell, CLU, ChFC & Brian McConnell
Specialty:
Tim and Brian McConnell provide a high level of expertise into the complex world of life insurance and its myriad of products and designs. Offering a logical and easy to understand body of solutions based on their experience with complex life cases, they pride themselves on being professional, non-threatening educators sharing ideas and concepts that clients are currently implementing. Our ideal clients are business owners and individuals with significant wealth.
Example:
Specializing in sophisticated wealth transfer and insurance advisory services, they have proven success working with one of the region’s largest independent accounting firms for over twenty years. Utilizing forty-five years of combined experience in the high net-worth life market, they are uniquely qualified to assist you and your clients in all areas including personal, corporate and business solutions.
Hannah Buschbom CFP®, CDFA®
Specialty
A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process:
- Financial Expertise and Strategy
- Data Collection and Analysis
- Expert Presenter and Litigation Support
Example
If the client has a complex set of assets or income sources, we can assist the client(s) and their attorney to navigate the best potential financial outcome post-divorce. Often with some creative planning that minimizes taxes and additional legal costs, high-net-worth clients can achieve a more considerable amount of their must-haves after the divorce, by showing a couple of scenarios that go beyond splitting everything down the middle.
Rylan Rozell
Specialty:
Accredited Investors interested in selling their investment property, deferring capital gains via a 1031 exchange. They are unfamiliar with the DST (Delaware Statutory Trust) as an option for their replacement property and will need assistance understanding the new ownership vehicle as well as time sensitive process on both ends of their real estate transaction. The team will work with the client’s CPA or tax advisor, real estate advisor and the Qualified intermediary to effectively execute the transaction within the IRS parameters regardless of the location of the client.
Example:
An individual or family that has owned real estate for a long period of time that has exhausted the most of, if not all, of the tax benefits of their investment. They are no longer interested in the day to day management of the property or compensation a property management firm on behalf of the property. Additionally looking to diversify their real estate portfolio via multiple sectors and locations.
*Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements.
*Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements.
Marcus Moran
Specialty:
Marcus is dedicated to educating the senior community regarding their rights and options about Medicare. As a specialist, Marcus works with the clients of Momentum Financial Partners to provide counseling allowing our clients to make the most informed choices given their unique financial plan and family circumstances.
Example:
“Every year, the complexity of Medicare is put on display when seniors choose their Medicare plans for the following year.” said Marcus Moran, Medicare Specialist at Momentum Financial Partners. “People make mistakes, pay penalties, or go without coverage for long periods of time. My interest in Medicare came as a result of my mother asking me to help her when she reached the age of eligibility. Learning from that experience; I thought about how many other seniors I could help navigate the dizzying array of Medicare enrollment rules – and a new career was born.”
*Marcus Moran is neither registered nor affiliated with SagePoint Financial, Inc.
Jesse Kurrasch, CFP®, RICP®
Jesse Kurrasch focuses on family-office-lite planning for the high-net-worth client. These individuals have a specific set of needs – chief among them is the simplification of time-consuming financial burdens and solutions to complex financial problems. We work to make sense of our clients’ financial lives using technology and data aggregation and an integrated investment approach, providing ease of access to all of their financial data in one simple and easily accessible location.
Example:
A small-business owner or individual with a net worth of approximately $5 million – $50 million who is struggling to make sense of multiple sources of financial information. They may be inundated with information from multiple brokers and advisors of all disciplines and are looking for a quarterback to pull it all together. We provide simple solutions to their complex problems, so that they can get back the one resource that money can’t buy – time.