Client concerns

Financial concerns your clients are facing—and how you can help


77% of investors currently working with an adviser are confident in their finances.*

Your clients depend on you to help them find the best path toward their financial goals. When roadblocks and detours pop up along the way, they look to you for education and guidance to keep them on track. We can help.

Working with Flexible Plan is easy

*Source: Michael S. Fischer, “Working With an Advisor Boosts Investor Confidence: Survey,” ThinkAdvisor, Jan. 16, 2018,

How do I save enough for retirement?

How can I protect my investments from market volatility?

Will I outlive my savings?