Apps for Gainplan Clients

As a Gainplan client, you have access to several useful Client Tools that can make managing your financial information easier right from your smartphone.

• Fidelity App: Available in the App Store or Google Play, this app helps you manage your Fidelity accounts with ease.

• Orion Mobile App: You can also find the Orion Mobile app by Orion Advisor Services LLC in the App Store or Google Play for tracking your financial investments and interacting with your Gainplan team.

• Secure File System: Gainplan now uses ShareFile, a secure file system, for sharing sensitive information. Instead of waiting for an email, simply follow the link in any staff member’s signature to easily upload documents to our secure platform. Creating an account is fast and simple!

Gainplan Intern Program

At Gainplan, we provide valuable hands-on experience to our interns, allowing them to get a well-rounded understanding of the financial industry. Our interns are exposed to various aspects of the business, including operations, investment management, and financial planning.

• Current Intern: Helen Vacik, our current intern, is a junior at Oakland University and hails from Saginaw, Michigan. Her role here is a great example of how Gainplan fosters young talent and prepares them for success in the financial world.

Gainplan Employee Perks

Working at Gainplan comes with a variety of benefits designed to support a healthy work-life balance and promote team morale.

• Remote Work: Employees enjoy the flexibility of working remotely.

• Vacation: We offer flexible vacation policies to ensure our staff can recharge when needed.

• Fridays: Everyone looks forward to Donuts on Fridays!

Gainplan has come a long way since its origins as JWI & Associates. We officially began operations as Gainplan LLC in 2015 and moved to our current location at 800 W. Long Lake Road, Suite 100, Bloomfield Hills, MI 48302.

Looking Ahead

As Gainplan continues to evolve, founder Judy Orians plans to retire in the coming years and head to Alaska to live in a log cabin with her sister. Stay tuned for more unique facts and updates next month!

This website commentary reflects the personal opinions and analyses of Gainplan LLC employees. It does not describe Gainplan LLC’s advisory services or client investment performance. Views in the commentary may change anytime without notice. Nothing here constitutes investment advice, performance data, or recommendations for specific securities, transactions, or strategies. Mentioning a security or its performance is not a buy or sell recommendation. Gainplan LLC uses various investment strategies, not all discussed here. Investing in securities carries risks, including loss. Past performance does not guarantee future results.

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