Flexible Plan Investments

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Tomorrow: 9:00 am - 5:00 pm

43 Years

in Business

(248) 642-6640Call Visit WebsiteVisit Website Map & DirectionsDirections3883 Telegraph Rd Ste 100Bloomfield Hills, MI 48302 Write a ReviewWrite Review

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Mon - Fri:	9:00 am - 5:00 pm

Flexible Plan Investments

Charitable Giving
In many ways, having an FPI Charitable account is like having your own foundation, but so much simpler. With no legal and administrative hassles, no large initial donation, and even better tax treatment, it allows the average investor—not a Henry Ford or a Bill Gates—to make a deductible charitable contribution this year, maximize the potential of their giving account over time using Flexible Plan Investments’ dynamically risk-managed investment solutions, and build a legacy that supports the charitable causes of their choosing for years to come.

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Places Near Bloomfield Hills with Investment Advisory Service

Pontiac (6 miles)
Birmingham (7 miles)
West Bloomfield (8 miles)
Troy (11 miles)
Berkley (12 miles)
Auburn Hills (12 miles)
Clawson (12 miles)
Waterford (12 miles)
Southfield (13 miles)
Commerce Township (15 miles)

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Extra Phones

Phone: (248) 642-4680

TollFree: (800) 347-3539

Neighborhood

Bloomfield Hills

AKA

Flexible Plan Investments, Ltd.

Other Links

https://www.flexibleplan.com/about/press-room/fpi-offers-absolute-return-managed-accounts

http://flexibleplan.com

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Investment Management, Investments, Mutual Funds

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Details

Phone: (248) 642-6640

Address: 3883 Telegraph Rd Ste 100, Bloomfield Hills, MI 48302

Website: https://www.flexibleplan.com/about/press-room/fpi-offers-absolute-return-managed-accounts

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Flexible Plan Investments

Charitable Giving
In many ways, having an FPI Charitable account is like having your own foundation, but so much simpler. With no legal and administrative hassles, no large initial donation, and even better tax treatment, it allows the average investor—not a Henry Ford or a Bill Gates—to make a deductible charitable contribution this year, maximize the potential of their giving account over time using Flexible Plan Investments’ dynamically risk-managed investment solutions, and build a legacy that supports the charitable causes of their choosing for years to come.
Tax Deductions
One popular solution is the donor-advised fund (DAF), a charitable investment account that allows investors to contribute funds for an immediate tax deduction, invest the funds for tax-free growth, and grant the money to a qualified charity.
Capital Gains Taxes
• Appreciated stocks can be contributed to avoid capital gains tax on their sale after they are contributed in kind to the account.

Investment Management
Flexible Plan Investments was built around quantified, active investment management, and multi-strategy diversification—the theory and practice that one needs strategies that can be responsive to various market environments and that no single investment approach works in every market environment all the time. Bear markets and black swan events can have an outsized detrimental effect on individual investors. This is why we have a team dedicated to research.
Mutual Funds
We are an investment firm founded in 1981 managing separately managed (SMA) and retirement accounts with mutual funds and ETFs, while providing a personal benchmark with our OnTarget process.
Wealth Management
Today’s market climate is defined by unpredictability. A wealth-management strategy that manages risk first—focusing on preserving wealth and minimizing losses—is the key to investor success. Learn how adding dynamic risk management can help prepare clients for what lies ahead.

Accounting Services

Financial Planning
With over 40 years’ experience in the industry, Mr. Wagner has written numerous articles and white papers on the merits of active investing. He has been featured in Financial Planning magazine, Financial Advisor Magazine, the Journal of Investing, and other financial publications.
Annuities
Expenses of the funds are included to the extent they are reflected in the NAV. Sub-accounts of variable annuities, in addition to the expenses of a mutual fund, have mortality, administrative and other charges. Other fees may apply. All expenses are required to be disclosed in each investment's prospectus available from your financial representative and the product provider. Distributions have been reinvested. When provided, dividends are reinvested for indexes. In those cases where indexes do not provide dividend information, those returns would be understated. As individual tax rates vary, taxes have not been considered.
Asset Management
Flexible Plan Investments is a turnkey asset management program (TAMP) where advisers can access and combine multiple risk-managed strategies within a single account.

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