Flexible Plan Investments, Ltd.
Michelle Higgins has a diverse work experience spanning various roles and industries. Michelle started their career as an Asset Transfer Administrator at Bank One in 1999, where they successfully transferred securities and investments for new client accounts in the trust department. Michelle then served as an Interim President at Michigan Trust Bank from 2000 to 2010. In 2002, they worked as a Tax Preparer at Jackson Hewitt for a brief period. Michelle joined Morgan Stanley Smith Barney in 2010 as a Financial Advisor for a year. In 2011, they joined Flexible Plan Investments, Ltd. as an Operations Manager and gradually moved up to the position of Director of Operations in 2018. Currently, they hold the role of Chief Operating Officer at the same company.
Michelle Higgins attended Davenport University from 2006 to 2010, where they pursued an MBA degree in Strategic Management.
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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