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1st Quarter | 2026

Quarterly recap
What’s happening at FPI
Plan ahead: Office closed on June 19

Our office will be closed on Friday, June 19, in observance of the Juneteenth holiday and market closure. Clients can log in to ontargetinvesting.com at any time to access daily account information, quarterly statements, and more. Regular office hours will resume on Monday, June 22.

FPI summer hours: May 29–September 25

To thank our employees for their hard work and dedication, our office will close at 4 p.m. (EDT) on Fridays from May 29 through September 25 to allow our staff to enjoy more of Michigan’s great summer.

Second-quarter statements

Second-quarter account summaries and OnTarget statements are scheduled to be delivered next month. For those clients who have elected to receive our correspondence electronically, be sure to go to ontargetinvesting.com to verify that we have your current email address in our system. If you haven’t already done so, you can contact Client Services at 800-347-3539, ext. 1, to set up e-delivery.

Put your retirement savings to work with FlexPlan Strategic

FlexPlan Strategic is a professionally managed investment strategy designed for workplace retirement accounts with a self-directed brokerage account (SDBA) option. If your retirement plan allows for an SDBA, this strategy offers institutional-grade investing, dynamic risk management, and broad diversification—helping you stay on track toward your financial goals. To learn more about how FlexPlan Strategic may fit within your retirement plan, contact your financial adviser.

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