Second-quarter account summaries and OnTarget statements are scheduled to be delivered in the coming week. For those clients who have elected to receive our correspondence electronically, be sure to go to ontargetinvesting.com to verify that we have your current email address in our system. If you haven’t already done so, you can contact Client Services at 800-347-3539, ext. 1, to set up e-delivery.
Ron Rowland departure
After two years working with Flexible Plan, Ron Rowland, portfolio manager for the former Capital Cities Asset Management, Inc. (CCAM), strategies, has left the firm to pursue other opportunities. All accounts will continue to be managed in the same manner as previously. Clients with questions or in need of personal attention can contact Laurie McGuire, Client Services Manager, at 800-347-3539, extension 131. We wish Ron the best in his future endeavors.