THE PRESIDENT'S LETTER
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1st Quarter 2024
If you’re staying out, you’re missing out
4th Quarter 2023
Turning your financial resolutions into results
3rd Quarter 2023
Crystal balls and market calls: Seeking a financial fortune teller?
2nd Quarter 2023
Investment lessons from defensive driving
1st Quarter 2023
Bouncing back: Act fearlessly
4th Quarter 2022
Nowhere to run
3rd Quarter 2022
Knowing when to make a portfolio change
1st Quarter 2022
Overnight change?
4th Quarter 2021
Change is a constant
3rd Quarter 2021
Things that go bump in the night
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Jerry Wagner
President & Founder of Flexible Plan Investments
Mr. Wagner is a leader in the active investment management industry. Since 1981, Flexible Plan Investments has focused on preserving and growing capital through a robust active investment approach combined with risk management. Headquartered in Michigan, FPI offers a wide array of strategies and services that help financial advisors build their business and retain clients. More importantly, FPI helps thousands of clients achieve their long-term financial goals.
About Flexible Plan Investments, Ltd.
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 advisors 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, ETFs, or variable annuities on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress.
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DISCLOSURE — Flexible Plan Investments, Ltd. is a federally registered investment adviser. This is provided for information purposes only and should not be used or construed as an indicator of future performance, an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Flexible Plan Investments, Ltd. cannot guarantee the suitability or potential value of any particular investment. Read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing. PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Inherent in any investment is the potential for loss as well as profit. A list of all recommendations made within the immediately preceding twelve months is available upon written request.
PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Inherent in any investment is the potential for loss as well as profit. A list of all recommendations made within the immediately preceding twelve months is available upon written request. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing.