The internal teams provide advisers with document assistance, identify portfolio options for advisers and their clients, and offer regular webinars and seminars to help advisers build their practices.
Charlie has been part of the Flexible Plan team since 2011.
Contact Jennifer for sales support, onboarding assistance, new account paperwork, and due diligence requests.
Jennifer has been part of the Flexible Plan team since 2005.
Contact Barb for answers on investment platforms and their required paperwork for new client accounts.
Barb has been part of the Flexible Plan team since 2000.
Contact Laurie if you have service or billing questions about your existing client accounts.
Laurie has been part of the Flexible Plan team since 1993.