Name
Flexible Plan
Description
Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisers can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes using mutual funds, variable annuities, or ETFs on an array of different platforms. We also offer advisers our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress.
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