Introducing our new advisor administration manager, Barb Valenzuela

Please join us in congratulating Barb Valenzuela on her promotion to advisor administration manager. Barb has been with us for 18 years and is a valuable member of our team. Barb’s experience, industry knowledge, attention to detail, and problem-solving skills make her an outstanding choice for this important role. She will assume some of the responsibilities of our retired director of broker administration, Luanne Deziel, continuing the excellent customer service you have come to appreciate from Flexible Plan. She will help advisors set up accounts; troubleshoot any issues with overages/shortfalls in funding, transfers, distributions, and contributions; as well as communicate trading delays. We wish Barb all the best in her new position.

Fourth of July hours

Due to the July 4 holiday, our office will be closed from 2 p.m. July 3 through July 4. Regular business hours will resume Thursday, July 5.

Remember, clients can log in to ontargetinvesting.com at any time to access daily account information, quarterly statements, detailed strategy descriptions, and news.

Flexible Plan summer hours

To thank Flexible Plan employees for their hard work and dedication, our office will close at 4 p.m. on Fridays from June 1 through August 31 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 in the coming weeks. 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.