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Headquartered in Michigan, FPI offers a wide array of. | Since 1981, Flexible Plan. Flexible Plan Investments provides investment management services via three main strategies: General advisory services: The firm can work with clients to determine what their investor profile is, and turn these findings into an actual investment portfolio. is a federally registered independent investment adviser. When it comes to investing in life insurance, there are numerous options available. Take advantage of this useful resource now by subscribing today. You can help your clients set their personal investment benchmark and assess their risk tolerance, while managing and reporting back on their investment progress. · Location: Bloomfield Hills · 237 connections on LinkedIn. Fake returns to get business - Sales Flexible Plan Investments Employee Review. Inherent in any investment is the potential for loss as well as the potential for gain. Flexible Plan Investments, Ltd. How to save for retirement is one of the most important and sometimes overwhelming decisions your clients make. 4 billion and provides investment advisory services for 11,773 clients (1:1962 advisor/client ratio). The maximum investment advisory fee is 2. A list of all recommendations made within the immediately preceding year is available upon written request. We strive to provide investors with competitive returns while working to reduce risk through the use of diversified investment products, cutting-edge technology and support services. I hope you have read Jerry Wagner's recent article " This time was different! It provided a good overview of the 2022 relative performance of Flexible Plan Investments. Flexible Plan Investments provides investment management services via three main strategies: General advisory services: The firm can work with clients to determine what their investor profile is, and turn these findings into an actual investment portfolio. As your partner in delivering innovative SMA strategies and excellent financial service to clients, we want to update you on our efforts to respond to the U Securities and Exchange Commission's (SEC's) new marketing rule, effective in the fall of 2022. Learn about the funds you can invest in with the Old Mutual Invest Flexible Plan, including fund performance, declarations, fees and charges, and more. Your partner in active wealth management 800-347-3539 • Fax: 248-642-6741 • 3883 Telegraph Road , Suite 100 • Bloomfield Hills, MI 48302 • flexibleplan. Advisors Preferred, LLC, is the Fund's investment adviser. In doing so, we adjust the Wonham filter. Inherent in any investment is the potential for loss as well as the potential for gain. In today’s competitive business landscape, organizations are realizing the importance of investing in their employees’ professional growth and development. · Experience: Flexible Plan Investments, Ltd. serves as investment sub-advisor to The Gold Bullion Strategy Fund, distributed by Ceros Financial Services, Inc About this Advisor Andrew Jabro is a financial advisor working in Bloomfield Hills, Michigan with a total of 2 years of industry experience. Flexible Plan Investments LTD has a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, publication of newsletters and security rating services. These fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of. gsmith@flexibleplan Flexible Plan Investments helps you to manage your clients' goals and investment expectations with our OnTarget Investing reporting. A list of all recommendations made within the immediately preceding year is available upon written request. A list of all recommendations made within the immediately preceding year is available upon written request. In doing so, we adjust the Wonham filter. In today’s competitive business landscape, organizations are recognizing the importance of investing in their employees’ growth and development. *These projections are based on investments into the Old Mutual Balanced (Life) Fund reaching its projected targets with an annual premium increase of 8%. Nov 30, 2023 · Established in 1981, Flexible Plan Investments, Ltd5 billion in assets for clients in its separately managed account business (as of June 30, 2023). Are you planning a short-term stay in a new city? Whether you’re traveling for work or leisure, renting an apartment for one month can offer you incredible flexibility and convenie. OnTarget Investing process by Flexible Plan Investments Monitor your accounts with Flexible Plan Investments Log in to your account Demo account Armed Forces Bank Is Here to Help You Plan for Retirement. Average Flexible Plan Investments hourly pay ranges from approximately $15. · Experience: Flexible Plan Investments, Ltd. We work with more than 600 broker-dealer groups and RIAs throughout the United States and invest nearly $2 billion in assets for clients in our separately managed account business (as of 3/31/18). A free inside look at company reviews and salaries posted anonymously by employees. This Brochure provides information about the qualifications and business practices of Flexible Plan Investments, Ltd. Are you planning an exciting road trip adventure? If so, investing in a Good Sam RV could be the key to taking your experience to the next level. The Market Hotline Newsletter provides market updates you can use to keep you and your clients informed: A recap of the market. One of the most effective tools to achieve this goal is an Investment SIP (Systematic In. Your partner in active wealth management 800-347-3539 • Fax: 248-642-6741 • 3883 Telegraph Road , Suite 100 • Bloomfield Hills, MI 48302 • flexibleplan. A list of all recommendations made within the immediately preceding year is available upon written request. A list of all recommendations made within the immediately preceding year is available upon written request. We are an investment firm founded in 1981 managing separately managed (SMA) and retirement accounts with mutual funds and ETFs, while providing a personal benchmark with our OnTarget process. Take advantage of this useful resource now by completing the subscription form below. Investment Advisory Services Contact Information. However, the ways you invest can become complex parts of the equation. Savings examples are estimates, exclude fees and charges and are for. , is a federally registered independent investment adviser. and Ceros are not affiliated. About Flexible Plan Investments, Ltd. (FPI), is proud to have served the investment needs of financial advisers and their clients for 25 years as a turnkey asset management platform (TAMP). · Education: Ferris State University · Location: Detroit Metropolitan Area · 381 connections on LinkedIn. The prospectus and summary prospectus contains this and other information about the fund. Please read Flexible Plan Investments' Brochure Form ADV Part 2A and Form CRS carefully before investing. Flexible Plan Investments, registered in 1984, serves 52 state (s) with a licensed staff of 6 advisors. Flexible Plan Investments, Ltd. This actively managed solution is designed to provide investors exposure to funds that invest in ecologically and socially conscious companies. Why buy the whole market when you can invest in the leaders? Presented by Market Leaders product specialist and Vice President of National Accounts Trent… Market Update: First-quarter 2023 recap. Search for other Investment Advisory Service on The Real Yellow Pages®. Flexible Plan Investments is a turnkey asset management program (TAMP) where advisers can access and combine multiple risk-managed strategies within a single account. Flexible Plan Investments Ltd (CRD# 110762) is a financial advisory firm headquartered in Bloomfield Hills, MI. Are you a passionate RV enthusiast looking to find your own slice of paradise? Investing in a permanent RV site can be a dream come true for those who crave the freedom and flexibi. Planning for long-term wealth building is crucial for financial stability and independence. If you have any questions about the contents of this Brochure, please contact our Compliance Department at 800-347-3539 or by e-mailing. However, when you ask them abo. gsmith@flexibleplan Flexible Plan Investments helps you to manage your clients' goals and investment expectations with our OnTarget Investing reporting. The plan is not just a roadmap for the coming years, but a flexible guide for the next 50 years. Flexible Plan Investments, Ltd. Flexible Plan Investments does not warrant the accuracy or completeness of the materials provided and expressly Disclaims any warranty, express or implied, of any kind, including, but not limited to, warranties of merchantability, noninfringement or fitness for any particular purpose. flexible plan investments. gsmith@flexibleplan Flexible Plan Investments helps you to manage your clients' goals and investment expectations with our OnTarget Investing reporting. Flexible Plan Investments is a turnkey asset management program (TAMP) where advisers can access and combine separately managed accounts to provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. Flexible Plan Investments manages $1. Flexible Plan Investments is a turnkey asset management program (TAMP) where advisers can access and combine separately managed accounts to provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. 2, or schedule an appointment at your convenience. obituaries geelong Online Account Sign In. gsmith@flexibleplan Flexible Plan Investments helps you to manage your clients' goals and investment expectations with our OnTarget Investing reporting. And because these strategies invest solely in FPI's subadvised Quantified Funds, our portion of the annual advisory fee for each strategy is just 0. Before joining Flexible Plan Investments, he honed his skills as a financial adviser and gained valuable experience at multiple asset-management firms, including Vanguard, Davis Funds, and DWS Kemper Investments. Your partner in preserving & growing wealth through dynamic risk management since 1981. 0 (k) Insurance companies: 0: 0. | 4,061 followers on LinkedIn. Wagner recognized early on that technology and hedge fund techniques could be applied to help individuals successfully invest, while managing their downside risk. Founded in 1981, Flexible Plan Investments was an early pioneer of separately managed accounts employing dynamic investment risk management. Flexible Plan Investments, registered in 1984, serves 52 state (s) with a licensed staff of 6 advisors. In today’s competitive business landscape, organizations are realizing the importance of investing in their employees’ professional growth and development. Over a year ago, a multidisciplinary group within FPI began evaluating the impact of. If you have any questions about the contents of this Brochure, please contact our Compliance Department at 800-347-3539 or by e-mailing. | Since 1981, Flexible Plan. This Brochure provides information about the qualifications and business practices of Flexible Plan Investments, Ltd. Flexible Plan Investments, Ltd. used car delivery FPI is dedicated to preserving. Flexible Plan Investments' Principled Investing Give Back program celebrates 10 years with distributions to 110 charitable organizations Nov 15 2021. If you’re like about 50 million other people in the United States, your retirement financial planning includes a 401(k) account. Flexible Plan Investments, Ltd. In February 2012, Jordan joined Flexible Plan Investments, where he quickly learned about the shortcomings of strategic and buy-and-hold asset allocation. gsmith@flexibleplan Flexible Plan Investments helps you to manage your clients' goals and investment expectations with our OnTarget Investing reporting. Flexible Plan Investments, Ltd. is a federally registered independent investment adviser. Flexible Plan Investments now offers its risk-managed strategies on the SMArtX TAMP - Available FPI solutions include principled-investing strategies; turnkey, suitability-based, multi-strategy "core" solutions; and turnkey, risk-managed options for the "explore" or tactical portion of a portfolio. World-class investment solutions and support services are just a click or call away at 800-347-3539 ext Flexible Plan Investments listens closely to the needs of the thousands of financial advisers and wealth managers we work with in order to provide the best services and solutions for RIAs. Key features of Liberty include: • Enhanced usability… /PRNewswire/ -- Flexible Plan Investments, Ltd. This Brochure provides information about the qualifications and business practices of Flexible Plan Investments, Ltd. An all-terrain investment portfolio is designed to provide protection in volatile markets no matter the asset class and regardless of how. when will magnesium citrate be back in stock This Brochure provides information about the qualifications and business practices of Flexible Plan Investments, Ltd. | Since 1981, Flexible Plan. gsmith@flexibleplan Flexible Plan Investments helps you to manage your clients' goals and investment expectations with our OnTarget Investing reporting. And yet many of them remain invested in the "set-it-and-forget-it" defaults available in their workplace retirement accounts and annuities—which often don't consider their goals, time horizons, and risk tolerance. Flexible Plan Investments Ltd. Chief Operating Officer Flexible Plan Investments, Ltd. That's why Flexible Plan Investments created OnTarget Investing: to help investors and their financial advisers define realistic investment goals and set appropriate personalized benchmarks for success. If you have any questions about the contents of this Brochure, please contact our Compliance Department at 800-347-3539 or by e-mailing. Flexible Plan Investments, Ltd. As a founding member of. They serve as a blueprint for builders, contractors, and architects to follow when creating a new struc. Jeffrey Ingalsbe is a transformational IT and cybersecurity leader with experience in the… · Experience: Flexible Plan Investments, Ltd. Setting and consistently communicating realistic goals is the key to helping investors stick to their financial plan. Jul 3, 2024 · Flexible Plan Investments Review. Flexible Plan Investments, Ltd. 529 plans are college. FPI offers investment management services through many distinct strategies ranging in risk from relatively low to aggressive. Flexible Plan Investments is a turnkey asset management program (TAMP) where advisers can access and combine separately managed accounts to provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. Jun 24, 2024 · Flexible Plan Investments' Weekly Performance Report provides updates on all of our offered strategies. Annuities are a favorite with sophisticated professionals who have made good money and plan on keeping it.
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4 billion and provides investment advisory services for 11,773 clients (1:1962 advisor/client ratio). com or call 800-347-3539 ext /PRNewswire/ -- Flexible Plan Investments, Ltd. We are an investment firm founded in 1981 managing separately managed (SMA) and retirement accounts with mutual funds and ETFs, while providing a personal benchmark with our OnTarget process. The QFC Strategies include 9 of FPI's most popular core, tactical, and alternative strategies. Many have a firm grasp on investment plans that include 401(k)s and savings accounts. Your partner in preserving & growing wealth through dynamic risk management since 1981. 4 billion and provides investment advisory services for 11,773 clients (1:1962 advisor/client ratio). We work with more than 600 broker-dealer groups and RIAs throughout the United States and invest nearly $2 billion in assets for clients in our separately managed account business (as of 3/31/18). Are you planning a short-term stay in a new city? Whether you’re traveling for work or leisure, renting an apartment for one month can offer you incredible flexibility and convenie. | Since 1981, Flexible Plan. Flexible Plan Investments, Ltd. Each FPI strategy is designed to take advantage of specific observable and measurable opportunities—and/or avoid specific observable and measurable risks—in the market. (FPI), is proud to have served the investment needs of financial advisers and their clients for 25 years as a turnkey asset… Check out professional insights posted by Jerry C. As a founding member of the National Association of Active Investment Managers (NAAIM), we are one of the trade association's largest and oldest active money managers. Christine Einkorn is a Consultant at Flexible Plan Investments based in Bloomfield Hills, Michigan. ubreakifix estimate We strive to provide investors with competitive returns while working to reduce risk through the use of diversified investment products, cutting-edge technology and support services. · CFA Charterholder specializing in quantitative research and portfolio management. OnTarget Investing process by Flexible Plan Investments Monitor your accounts with Flexible Plan Investments Log in to your account Demo account Armed Forces Bank Is Here to Help You Plan for Retirement. While unexpectedly high inflation data is bad news for anyone borrowing money, particularly mortgage holders, it's good for the value of the pound. , June 11, 2013 /PRNewswire/ -- Flexible Plan Investments, Ltd. This market-regime indicator displays the current state of the market at a glance. Regulatory compliance watch Inherent in any investment is the potential for loss as well as the potential for gain. Flexible investment options Voya's flexible, open-architecture investment options offer you a variety of choices uniquely engineered to help meet the diverse needs of your workforce. · Education: University of Michigan-Dearborn. Please read Flexible Plan Investments' Brochure Form ADV Part 2A and Form CRS carefully before investing. Flexible Plan Investments offers fee-based, separately managed accounts with diversified portfolios of actively managed strategies. /PRNewswire/ -- Flexible Plan Investments, a leading provider of active investment solutions, announces the launch of its Strategic High Yield Bond strategy,. 2, or schedule an appointment at your convenience. One of the most effective tools to achieve this goal is an Investment SIP (Systematic In. Learn about their history, services, products, and market insights on their LinkedIn profile. · Education: Education: Finance, University of Colorado Denver Marketing, Metropolitan State College of Denver · Location: Littleton · 500. If you have any questions about the contents of this Brochure, please contact our Compliance Department at 800-347-3539 or by e-mailing. Flexible Plan Investments is a turnkey asset management program (TAMP) where advisers can access and combine multiple risk-managed strategies within a single account. what is fdrxx 0 (l) Sovereign wealth funds and foreign official institutions: 0: 0. Years in industry: 20+ years. Inherent in any investment is the potential for loss as well as the potential for gain. However, when you ask them abo. Years in industry: 20+ years. | Since 1981, Flexible Plan. restricts access to Client personal and account information to those employees who need to know that information to provide products or services to Client. 35%* after affiliated fund credit. If you have any questions about the contents of this Brochure, please contact our Compliance Department at 800-347-3539 or by e-mailing. We would like to show you a description here but the site won't allow us. 는 승인된 사용자에게 Axos Clearing LLC 'Liberty' 애플리케이션을 제공합니다. The maximum investment advisory fee is 2. In February 2012, Jordan joined Flexible Plan Investments, where he quickly learned about the shortcomings of strategic and buy-and-hold asset allocation. We strive to provide investors with competitive returns while working to reduce risk through the use of diversified investment products, cutting-edge technology and support services. | 4,061 followers on LinkedIn. Flexible Plan Investments is a turnkey asset management program (TAMP) where advisers can access and combine separately managed accounts to provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. Flexible Plan Investments The average Flexible Plan Investments salary ranges from approximately $36,667 per year for Entry Level Finance Assistant to $88,665 per year for IT Project Manager. Flexible Plan Investments is a turnkey asset management program (TAMP) where advisers can access and combine separately managed accounts to provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. what does no quema cuh mean Jordan Liabenow 248-9395697 Alabama, Florida, Georgia, Mississippi, North Carolina, South Carolina, Tennessee Meet Jordan's team Flexible Plan Investments is a turnkey asset management program (TAMP) where advisers can access and combine multiple risk-managed strategies within a single account. , are not affiliated entities. | Since 1981, Flexible Plan. In today’s digital age, data is the lifeblood of businesses. Inherent in any investment is the potential for loss as well as the potential for gain. Once retirement rolls around, however, this doesn’t mean you’re finished investing. This is where cloud backup solutions come into p. serves as investment sub-advisor to The Gold Bullion Strategy Fund, distributed by Ceros Financial Services, Inc About this Advisor Andrew Jabro is a financial advisor working in Bloomfield Hills, Michigan with a total of 2 years of industry experience. Holdings and strategy performance updates. This Brochure provides information about the qualifications and business practices of Flexible Plan Investments, Ltd. 5 billion in assets under management (6/30/23), announced that it will act as. The average salary for Flexible Plan Investments employees is $105,690 in 2024. gsmith@flexibleplan Flexible Plan Investments helps you to manage your clients' goals and investment expectations with our OnTarget Investing reporting. Midland College is in the process of developing a master plan, and community members are encouraged to join us by providing feedback. The plan is not just a roadmap for the coming years, but a flexible guide for the next 50 years. Please read Flexible Plan Investments' Brochure Form ADV Part 2A and Form CRS carefully before investing. Over the course of their career, Jabro has held roles at Wealth Strategy Partners, Boneyard Grill, School Full Time, Citizens Securities, Inc and Citizens Bank. How dynamic, risk-managed investment solutions are performing in the current market environment Flexible Plan is a subadviser to Advisors Preferred, a boutique asset manager that manages and distributes mutual funds to financial advisers and financial professionals. The PruFund range of funds aim to grow your money over the medium to long term (5 to 10 years or more), while protecting you from some of the short-term ups and downs of direct stockmarket investments by using an established smoothing process. 2022 Strategist of the Year Flexible Plan Investments (FPI) is a turnkey asset management program (TAMP) where advisers can access and combine multiple risk-managed strategies within a single account.
Jun 24, 2024 · Flexible Plan Investments' Weekly Performance Report provides updates on all of our offered strategies. Flexible Plan Investments, Ltd. Are you planning a DIY move and looking for a convenient way to transport your belongings? Look no further than U-Haul’s one way van rental service. Whether you’re moving across to. fun stock Flexible Plan Investments, registered in 1984, serves 52 state (s) with a licensed staff of 6 advisors. Your partner in preserving & growing wealth through dynamic risk management since 1981. If you have any questions about the contents of this Brochure, please contact our Compliance Department at 800-347-3539 or by e-mailing. 2921472-2791573-032023. 4 billion and provides investment advisory services for 11,773 clients (1:1962 advisor/client ratio). About Flexible Plan Investments, Ltd. A list of all recommendations made within the immediately preceding year is available upon written request. In 1998, Flexible Plan Investments launched the For A Better World strategy. ut arlington online nursing Flexible Plan Investments applies three core principles to every portfolio: dynamic risk management, strategic diversification, and managing investor expectations. 5 billion where advisers can access and combine multiple risk-managed strategies within a single account. Are you considering investing in a vacation home? With the rise in popularity of vacation rentals, it’s no wonder that many people are looking to capitalize on this opportunity Are you tired of paying for channels you never watch? Do you want more flexibility and control over your TV subscription? Look no further than the Dish Network Flex Plan Renovating your home can be an exciting but daunting task, especially if you’re planning on doing it yourself. 4 billion and provides investment advisory services for 11,773 clients (1:1962 advisor/client ratio). Flexible Plan Investments' Weekly Performance Report provides updates on all of our offered strategies. | Since 1981, Flexible Plan. Jun 24, 2024 · Flexible Plan Investments' Weekly Performance Report provides updates on all of our offered strategies. ufcwtrust.com open enrollment 2023 Flexible Plan Investments is a turnkey asset management program (TAMP) where advisers can access and combine multiple risk-managed strategies within a single account. " As a leader and innovator in the creation of dynamically risk-managed investment strategies, our goal is to help advisers and their clients achieve competitive returns, while working to reduce investment risk. Flexible Plan Investments manages $1. Flexible Plan Investments, Ltd.
· Education: Ferris State University · Location: Detroit Metropolitan Area · 381 connections on LinkedIn. Wagner is Founder and President of Flexible Plan Investments, Ltd. I sat in a pew in a little church on the village green of Franklin, Michigan. Learn about working at Flexible Plan Investments from employee reviews and detailed data on culture, salaries, demographics, management, financial, and more. Contact your financial professional for a prospectus and summary prospectus. Financial Services Bloomfield Hills, MI 3,976 followers Your partner in preserving & growing wealth through dynamic risk management since 1981. | Since 1981, Flexible Plan. gsmith@flexibleplan Flexible Plan Investments helps you to manage your clients' goals and investment expectations with our OnTarget Investing reporting. Jun 24, 2024 · Flexible Plan Investments' Weekly Performance Report provides updates on all of our offered strategies. Flexible Plan Investments, Ltd. Are you in need of a garage but unsure of where to start? Many homeowners find themselves facing this dilemma, wondering whether they should opt for free garage plans or invest in. Dedicated to preserving and growing wealth in any market through dynamic risk management We work with more than 600 broker-dealer groups and RIAs throughout the United States and invest nearly $1. flats for sale in london under 200k Flexible Plan Investments is an innovative investment management firm with over $2 billion (3/31/2022) in assets under management. You can help your clients set their personal investment benchmark and assess their risk tolerance, while managing and reporting back on their investment progress. They manage $1,420,533,938 in 13,703 accounts and serve the financial needs of clients across 52 states (or territories). Flexible Plan Investments' Weekly Performance Report provides updates on all of our offered strategies. Wagner recognized early on that technology and hedge fund techniques could be applied to help individuals successfully invest, while managing their downside risk. It was the usual Sunday service, but I was stirred by the sermon from a minister who was still relatively new to me. A free inside look at Flexible Plan Investments salary trends based on 51 salaries wages for 32 jobs at Flexible Plan Investments. Flexible Plan Investments, registered in 1984, serves 52 state (s) with a licensed staff of 6 advisors. Are you planning a trip to Chennai and looking for a hotel near the Chennai Trade Centre? With so many options available, it can be overwhelming to choose the right hotel that meet. Flexible Plan Investments, Ltd. There are far more choi. Flexible Plan Investments manages $1. Since 1981, Flexible Plan Investments has focused on preserving and growing capital through a robust active investment approach combined with risk management. As a founding member of. If you have any questions about the contents of this Brochure, please contact our Compliance Department at 800-347-3539 or by e-mailing. com 1-028-1305-2 We would like to show you a description here but the site won't allow us. We are an investment firm founded in 1981 managing separately managed (SMA) and retirement accounts with mutual funds and ETFs, while providing a personal benchmark with our OnTarget process. Flexible Plan Investments, Ltd. cos regular fit t shirt Marking our 40th anniversary, Flexible Plan Investments was founded 1981 based on the idea that everyone should have access to high-end investment strategies, tools, and technology. gsmith@flexibleplan Flexible Plan Investments helps you to manage your clients' goals and investment expectations with our OnTarget Investing reporting. Cyber Security professional with excellent verbal and written communication skills… · Experience: Flexible Plan Investments, Ltd. Principal is a leading defined contribution (DC) investment manager with flexible retirement plan investment choices to help advisors meet the diverse needs of plan sponsors and their plan participants. Flexible Plan Investments named one of Michigan's top workplaces of 2021 Nov 15 2021. While DIY projects can save you money, they may not always be worth t. Established in 1981, Flexible Plan Investments, Ltd. AP is the Funds' investment adviser and is a wholly-owned subsidiary of Ceros Financial Services, Inc. Flexible Plan Investments, Ltd. The marketing planning process is a road map that analyzes the business environment, investigates potential problems, identifies threats and opportunities for growth in the industr. I interviewed at Flexible Plan Investments (Bloomfield Hills, MI) in 11/1/2015 Chris was my main point of contact during the interview process and he was very straightforward and great to talk to. Flexible Plan Investments, Ltd. Flexible Plan Investments offers investment solutions that are actively managed, designed for low risk and optimum performance. Sean joined Flexible Plan Investments, Ltd. in November of 2018. Flexible Plan Investments, registered in 1984, serves 52 state (s) with a licensed staff of 6 advisors. 51% of employees would recommend working at Flexible Plan Investmentsto a friend and 47% have a positive outlook for the business.