Flexible Plan Investments, For a Better World Investing, For a Better World
for a better world

Getting Started

Getting Started — For A Better World is part of the Strategic Solutions platform at Flexible Plan Investments. If you are a financial advisor already working with Flexible Plan and would like your clients to start investing in the program, then please click here to login to our Advisor website. There you will find all the necessary online paperwork and information you need to add this strategy.

If you are a Financial Advisor not yet doing business with Flexible Plan Investments, but would like to offer For a Better World to your clients, then please either click here to register, or call our Sales Department at 800-347-3539 ext. 2. If you are in the Metro Detroit area, our local number is 248-642-6640 ext. 2.

For investors interested in the program, we only offer it through qualified Financial Advisors, but we work with over 2000 advisors nationally and would be happy to refer you to an Advisor in your area. Please call our Sales Department at the number above, or click here to send an email request. We look forward to helping you.
flexible plan investmentsThis website is provided for information purposes only and should not be used or construed as an indicator of future performance, an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Flexible Plan Investments, Ltd. cannot guarantee the suitability or potential value of any particular investment. The maximum investment advisory fee is 2.6% annually, dependent upon assets under management, and is deducted quarterly. The maximum establishment fee is 1.2%. Read Flexible Plan Investments' Brochure Form ADV Part 2A carefully before investing. Flexible Plan Investments, Ltd. makes no representation regarding the tax consequences of payment to the selected charity. Flexible does not render or offer to render tax, legal or accounting advice. No Client should act or refrain from acting on the basis of any content included herein without seeking the appropriate financial or other professional advice.

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.

Flexible Plan Investments, Ltd. ● 3883 Telegraph Rd., Suite 100 ● Bloomfield Hills, MI 48302
Ph: 248.642.6640 ● Outside Metro-Detroit: 800.347.3539 ● Fax: 248.642.6741 • www.flexibleplan.com