Community outreach

Supporting our communities

The Flexible Plan family has built a strong culture of giving back. See how we support the communities in which we live and work by volunteering and providing financial support.

Making an impact locally

Since our founding, we’ve been committed to supporting local causes and communities here in Michigan—giving back to the place that has given us so much for more than 40 years.

...

Enabling employee generosity

Part of what makes Flexible Plan special is the generosity and passion of our employees. To help our FPI family make an even bigger impact, we provide several events and opportunities that encourage and strengthen their charitable efforts. These include office charity drives, matching donations, and participating in or sponsoring events to help employee-selected organizations raise funds or resources.

Helping clients make a difference

Our culture of giving also includes our financial adviser and investor clients. Click on the following images to learn more about how we support the philanthropy of our customers.

Give 10% of our fees to charity

Flexible Plan's Give Back Program

Our principled investment strategies allow investors to give back 10% of our net advisory fees collected for these strategies to a client-designated church, religious institution, or socially responsible charity.