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Please contact Client Services with any questions at 800-347-3539 ext. 1 or email clientservices@flexibleplan.com

Client Relationship Summary (CRS) | ADV Part 2A - Firm Brochure

3883 Telegraph Road, Suite 100, Bloomfield Hills, MI 48302 | Toll Free: (800) 347-3539 | Fax: (248) 642-6741

PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS.
Inherent in any investment is the potential for loss as well as the potential for gain. A list of all recommendations made within the immediately preceding year is available upon written request.

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