Financial solutions that flex with market changes and lifestyle needs.
1
Passive Income
The Flexmethod strategy is designed to support your income needs as you age.
Many strategies allow for checkbook access to your money without any early access fees.
2
Protection
Grow your money with peace of mind knowing there are minimum performance guarantees.
3
Legacy Benefits
Your personalized Flexmethod program considers your life’s financial needs while also providing for your family in the event of the unexpected.
CEO, The Flexmethod
Personalized plans,
transparent solutions.
The Flexmethod stands out because it combines risk mitigation and stability.
Our licensed professionals, which include licensed insurance agents, will build a financial strategy that meets your unique needs and is flexible enough to adjust to any unforeseen events.
CEO, The Flexmethod
The Flexmethod Features
Personalized financial solutions designed to produce unmatched returns.
Tax-Free Passive Income
Over time, your Flexmethod strategy is expected to produce unmatched passive income to boost your retirement plan or lifestyle desires.
Checkbook Access
Many strategies allow for you to access your money when you need it without fees or restrictions.
Financial Freedom
The Flexmethod strategy is designed to unshackle yourself from some of life’s greatest financial burdens.
Growth + Stability
The Flexmethod is positioned to provide financial growth and stability.
Ideal for Businesses
There are added benefits when The Flexmethod is used in conjunction with businesses.
Additional Benefits
Plans are designed to include protections from many of life’s unforeseen dangers. Helping provide certainty for you and those you love.
Nich Hughes *
Flexmethod Client
Better Than The Rest
“We're still in the process, but after the plan is in place and everything is organized, we'll be happy to have more funds available. I recommend The Flexmethod to others because when done right, it can't be beat. The Flexmethod takes time to get in place and is a bit frustrating here and there, but in the end should be more than worth the effort.”
Yale Goldberg *
PopID, Founder
The Center of My Portfolio
“I have a diverse portfolio of assets which includes real estate, traditional investments (IRA, brokerage, etc) as well as various businesses - what I love about the Flexmethod is the stability and future planning which happens on an accelerated timeline. ”
Josh Trutt, MD *
Josh Trutt, MD
Future Planning with Future Income Proofing
“I had a very concentrated portfolio. After I learned about Flexmethod, I spent a couple of months doing due diligence. Fair to say, they will also upend everything you think you know about life insurance and financial strategies in general. Combining the Flexmethod with your other assets offers the potential to supercharge your financial future. Most importantly, the team is patient and honorable. They deliver great client service.”
Financial Solutions to Help Meet Your Needs
Our team is standing by to put decades of experience to work for you.
Individuals
Tax-free passive retirement income.
Financial Freedom
- Dedicated financial team, including a licensed insurance agent
- World-class service
- Proven track record of success
- Free consultation
Start Now
Professionals
Proven financial solutions for financial pros.
Professional Expertise
- Help extend your financial offerings
- Help maximize client outcomes
- On call professional support
- On going service managed for you
- Dedicated internal team, including a licensed insurance agent
Learn More
Corporations
Grow your cash reserves risk-free.
Business Benefits
- Checkbook access to investment
- Helps reduce volatility
- Dedicated internal team
- Helps reduce tax burden
