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USA Mortgage Funding is a Bloomington, IN-based company in the Financial Services sector.
Sherman Financial Group is a Cincinnati, OH-based company in the Financial Services sector.
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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. Headquartered in Michigan, Flexible Plan Investments` OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.
CoastHills is a not-for-profit credit union currently serving more than 58,000 members in Ventura, Santa Barbara, San Luis Obispo, Monterey and Santa Cruz counties. It has 11 branches and a full service call center. With assets of more than $835 million, CoastHills is one of the largest independently owned financial institutions on the Central Coast.