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Focus on gathering assets and building your practice

Enhance the investment you’ve made in your business by bringing systematic
investment and billing processes, structure and discipline to investor’s portfolios, while increasing
your monthly income even from securities you’ve already sold.

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Opening hundreds of new
investment options for you

Strategies designed for changing market conditions

Utilize over 100 actively managed strategies and suitability-based profiles covering all of the major asset classes for exposure during every market condition
Undiscovered markets

Create income from undiscovered markets like variable annuities and variable universal life policies, mutual funds and 401(k) and 403(b) plans
Expanded asset classes

Gain access to institutional-like investment strategies/asset classes without the liquidity issues (long/short investments and hard assets like gold bullion and commodities)
Faith-based and socially responsible investing

Discover niche investment programs like faith-based and socially responsible investing
Small accounts

Generate additional revenue with our ability to manage small accounts under $25,000
Dedicated internal sales
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Provide advisors with document assistance, identify portfolio options for advisors and their clients, and offer regular webinars and seminars to help advisors build their practices
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Our team is here for you

Regional Business Consultants around the country

We collaborate with advisors to bring solutions that provide broader diversification to
client portfolios, help advisors concentrate on gathering assets and increasing their
client base, and provide support to advisors during 401(k) plan enrollment meetings.

FOR FINANCIAL ADVISORS

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FPI 35th Anniversary

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 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. Read More...