Giving Back

As part of our commitment to the mission of For A Better World, Flexible Plan Investments provides clients with the option to pay out 10% of our net advisory fee collected for this strategy, in the client’s name, to one of several pre-selected charities

In order to qualify for this incentive, clients must be enrolled in the For A Better World strategy at the time when Flexible Plan makes its yearly payout. For more information about this special program, please contact our Sales Team at sales@flexibleplan.com or 800.347.3539, ext. 2.
flexible plan investmentsThis website 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. The maximum investment advisory fee is 2.6% annually, dependent upon assets under management, and is deducted quarterly. The maximum establishment fee is 1.2%. Read Flexible Plan Investments' Brochure Form ADV Part 2A carefully before investing. Flexible Plan Investments, Ltd. makes no representation regarding the tax consequences of payment to the selected charity. Flexible does not render or offer to render tax, legal or accounting advice. No Client should act or refrain from acting on the basis of any content included herein without seeking the appropriate financial or other professional advice.

While the payments made by Flexible Plan Investments, Ltd. are restricted to be used exclusively to support religious and/or charitable purposes of recipient organizations, Flexible Plan Investments, Ltd. is not responsible for how recipient organizations use funds donated to them under this incentive program. Participation in this program is strictly voluntary. Flexible Plan Investments, Ltd. may provide Client's name, unless Client indicates that the communication is to be anonymous, to organizations that receive funds directed by Client under this program, with notification to the organizations that Client has designated the organizations.

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.

Flexible Plan Investments, Ltd. ● 3883 Telegraph Rd., Suite 100 ● Bloomfield Hills, MI 48302
Ph: 248.642.6640 ● Outside Metro-Detroit: 800.347.3539 ● Fax: 248.642.6741 • www.flexibleplan.com