Flexible Plan Investments, Ltd.
Melissa K. started their work experience in 2004 as a Sales Associate at Parisian. In 2005, they worked as a Sales Associate at Ann Taylor LOFT. In 2006, they had roles as a Customer Service Representative at VR-Tech Data Processing and as an Intern at Capital Area United Way. From 2007 to 2011, they worked as a Marketing Manager at Financial Education Services. Lastly, since 2011, they have been working at Flexible Plan Investments, Ltd., first as a Marketing Associate and then as a Marketing Director.
Melissa K. attended Michigan State University from 2003 to 2007, where they earned a Bachelor of Arts degree with a focus on Communication. Their degree also included an emphasis on Business and Public Relations.
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