Celebrating 35 years of preserving & growing wealth through risk-managed investment solutions

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.

A brief message from Jerry Wagner, President and Founder

“Flexible Plan will constantly be changing. We’ll constantly be innovating, because that's what we're committed to do. You can't work in multiple market environments without being flexible and without being innovative. I don't think that'll ever change.”

Want to hear more from Jerry?
Subscribe to Flexible Plan's Market Hotline Newsletter
to receive Jerry's weekly In My Opinion column.

A lot can happen over a 35 year period…

Scroll through to see the events of the past 35 years



(Accessed May 24, 2016)

BBC News. United States of America timeline. http://news.bbc.co.uk/2/hi/americas/country_profiles/1230058.stm

Explain That Stuff. Technology timeline. http://www.explainthatstuff.com/timeline.html

Piero Scaruffi. A timeline of the 20th century. http://www.scaruffi.com/politics/20th.html

Caption this photo contest

We love animals, and since we've been around for over 35 years, we've accumulated a lot of furry friends (well, statues) in our office. Caption this photo for a chance to win a prize of your choice (valued at $100). Our executive team will review the submissions, and we will announce the winner in our Market Hotline Newsletter.

Flexible Plan Fun Facts

Anniversary club members

Pounds of cake eaten

Thank you to our devoted employees who have been with us for 10 years or longer. Their hard work and dedication has been key to our continued success.

For the past 35 years, we've had birthday and work anniversary celebrations every month for our employees. That's a lot of cake!

25+ years

20+ years

15+ years

7,140 pounds

10+ years

Types of beverages stocked

We keep our kitchens stocked with an assortment of complimentary beverages to keep our employees hydrated and energized.



Iced drinks


Hot drinks


Our employees are some of our most valued assets

Hear their stories about Flexible Plan Investments and why
they continue to go all out servicing our advisors and clients.

flexibleplan.com | 800-347-3539

6-time recognized

Inc. 5000


Private Company

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.  Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing.

Enter the Caption this photo contest 
for a chance to win!