GAINPLAN

Did You Know? Part III

Back

April 04, 2018

Did You Know? Part III

Author: Chad Wotton

Topics: Gainplan Facts

  • Websites that you have access to as a Gainplan client have apps you can use on your smartphone
    • Find the Fidelity app in the App Store or Google Play.
    • Find the Orion Mobile app by Orion Advisor Services LLC in the App Store or Google Play.
  • We are now using a secure file system provided by Sharefile
    • Instead of waiting for a secured email to be sent to you to share private information, follow the link in any of the Gainplan staff’s signature and you can upload your documents there.
    • It is fast and easy – all you need to do is create an account!
  • We like to show our appreciation for our clients with several events throughout the year.
  • Some may have heard the voices of our interns on the phone, but may not know much about the program:
    • The interns at Gainplan are exposed to every part of the business from operations, investment management, and financial planning.
    • Helen Vacik, Gainplan’s current intern, is a junior at Oakland University and is from Saginaw, Michigan.
  • The employees at Gainplan have many perks too:
    • Working remotely
    • Flexible vacation parameters
    • Donuts on Fridays!
  • Gainplan LLC evolved from JWI & Associates, and formally began in 2015.
  • Gainplan LLC used to be located at 13 Mile and Telegraph in Bingham Farms, but is currently located at 800 W. Long Lake Road Suite 100 Bloomfield Hills, MI 48302 as of June 2015.
  • Judy Orians plans to retire in the next several years in Alaska with her sister in a log cabin.

So, there you have it, another month of facts that may come as a surprise to you. Look for more unique facts next month!

 

Gainplan LLC is a Registered Investment Adviser. This blog is solely for informational purposes and not a solicitation to invest. Advisory services are only offered to clients or prospective clients where Gainplan LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Gainplan LLC unless a client service agreement is in place. Please contact a financial advisory professional before making any investment