FLEXCash Plans

FLEXCash plans are TAX FREE (like a Roth), providing tax advantages as the money grows PLUS tax free access!  Clients appreciate that FLEXCash plans are "private" plans, outside of most IRS rules and regulations yet they are fully APPROVED in the IRS tax code.  We choose to offer FLEXCash plans through top-rated financial companies that have been around for decades, some, over 100 years!

FLEXCash Plans participate in the upside of the market but are immune to stock market loss.  We call them "Safe Money" plans because they go UP when the market does well and stay "level" when the market crashes.  Check out the "safe" years like 2002, 2008, 2018 and 2022 when clients with Indexed acounts lost ZERO!