800-347-3539

Retirement Letter

2ND QUARTER 2018

I hate “active management”

4TH QUARTER 2017

Nine new ways to get low-cost, risk-managed

investments

3ND QUARTER 2017

What is risk really all about?

Jerry Wagner

President & Founder of Flexible Plan Investments

Mr. Wagner is a leader in the active investment management industry. Since 1981, Flexible Plan Investments has focused on preserving and growing capital through a robust active investment approach combined with risk management. Headquartered in Michigan, FPI offers a wide array of strategies and services that help financial advisors build their business and retain clients. More importantly, FPI helps thousands of clients achieve their long-term financial goals.

About Flexible Plan Investments, Ltd.

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.

flexibleplan.com  |  800-347-3539

6-time recognized

Inc. 5000

Fastest-growing

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.