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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.
Credit Union Card Center (CUCC) is a Indianapolis, IN-based company in the Financial Services sector.
Galecki Financial Management is a Fort Wayne, IN-based company in the Financial Services sector.
The Burney Company is a Falls Church, VA-based company in the Financial Services sector.
Coral Capital Solutions is a commercial finance company providing working capital to small and midsize businesses mainly through financing their Purchase Orders and Accounts Receivable. We also provide Asset Based Loans against receivables, POs and inventory. We are well capitalized, using our own equity to fund clients and therefore have the ability to consummate transactions quickly from commitment to funding. We maintain a flat and nimble organizational structure that allows clients and referral sources direct access to principals and decision makers.