Flexible Plan Investments, Ltd.
Juan Daviess has extensive experience in the financial services industry, currently serving as Regional Sales Manager at Flexible Plan Investments, Ltd. since 2014. Prior roles include Relationship Manager at Great-West Retirement Services (2008-2013), Regional 401(k) Director of Sales at Lincoln Financial Group (2007-2008), and Regional Pension Consultant positions at CUNA Mutual Group (1998-2006) and Standard Insurance Company (1987-1994). Juan Daviess holds a degree from Washington State University, earned between 1974 and 1979.
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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. 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. https://www.flexibleplan.com/disclosures