From the beginning, I’ve made it our business to provide investors with managed investment options that were previously only available to high net worth clients. And for over 30 years, we’ve used our Wall Street expertise to help individual investors choose investments suitable for their risk tolerance and time horizon as indicated by their responses to our suitability questionnaire. We now provide separately managed accounts for clients with just $5,000 and others with many millions.
At Flexible Plan Investments, our goal is simple: We want to help investors reach their financial target. Using our actively managed strategies and strategic diversification, we aim to help protect against risk while seeking to take advantage of investment opportunities along the way. Coupled with our OnTarget Investing process, which creates a custom benchmark for each client and helps manage investor expectations, we aspire to narrow the volatility on the path to an investor’s investment goals.
In the end, I believe so much of success in this business is not just in wealth management, but also relationship management. By establishing an investor’s financial expectations, providing great client and financial advisor support services, and monitoring the course to their ultimate goal, we seek to keep investors on target.
I look forward to a partnership with you to help achieve your investment goals.
Jerry C. Wagner
Founder and President
Flexible Plan Investments, Ltd.