A Strategic Plan for Unmatched Potential

For nearly a decade underlying strategy of The Flexmethod has provided countless families with the peace of mind they deserve to stop worrying and start living.


Start with a stable, Tier 1 asset.

We leverage A+ rated financial products with contractual guarantees that are highly regulated by state agencies for your benefit.

This approach enables your money to work for you knowing there are minimum performance guarantees from A+ rated companies.


Maximize good leverage.

We give you access to the same tool the ultra-wealthy use to grow their wealth without taking on personal risk.

To do this, we utilize centuries old banking strategies that are backed by a ‘self-collaterizing’ asset. This allows you the potential to boost your financial plan without losing any of the guarantees afforded by this Tier 1 asset.


Access to your cash when you need it.

Some financial needs are known, some are not.

Most Flexmethod strategies allow you checkbook access to your money so you know it’s there when you need it, without fees or penalties.

Schedule a free consultation with our team of professionals today.

Amplify your financial future.

The strategy underlying The Flexmethod has provided hundreds of families just like yours with life-long financial security.
Each and every family story is different. Our team of professionals designs a personalized strategy for your family. In doing so, we evaluate your current financial picture, projected capital needs, and long-term plans.
Part of what our clients love, is the flexibility The Flexmethod provides.
Together, we will build a plan that best fits your needs today and what we can see of the future, but should things change, we are not locked into stringent requirements. That flexibility, is what puts the flex into The Flexmethod.
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Flexmethod Insight

Our job as financial professionals is to guide you toward the decisions that will best serve you today and into the future.
Our responsibility is to ensure you understand why.
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Financial Solutions to Meet Your Needs

Our team is standing by to put decades of experience to work for you.


Worry-free, tax-free passive retirement income.

Financial Freedom

  • Dedicated financial team
  • World-class service
  • Proven track record of success
  • Free consultation


Proven financial solutions for financial pros.

Professional Expertise

  • Extend your financial offerings
  • Maximize client outcomes
  • On call professional support
  • Ongoing service managed for you
  • Dedicated internal team


Grow your cash reserves risk-free.

Business Benefits

  • Checkbook access to investment
  • Reduce volatility
  • Dedicated internal team
  • Reduced tax burden

Want to talk?

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