top of page
logo-original-5000-BLUE-RECT.png
Toasting on Cruise

SPECIALIZING IN ADVANCED LIFE INSURANCE,
TAX, ESTATE, AND RETIREMENT INCOME PLANNING

The Team at Gameplan Financial Group includes experts from across the financial and legal fields.

Our Agents, Tax Attorneys, and CPAs offer you a distinct advantage

over other advisors and organizations.

LIFE INSURANCE

Family

Serving Individuals, Families, and Business Owners, Life Insurance

can be complicated and expensive

unless you work with one of our licensed

Life Insurance Specialists. Let's explore

options to protect your loved ones, 

and secure your Family's future.

We Broker and shop all the top carriers, giving us an edge over captive agencies.

TAX PLANNING

Analyzing Data

As the saying goes, there are only

two certain things in this world:

death and taxes. Fortunately, when it comes to taxes, you have a large amount of control over how much you pay Uncle Sam. But the average American struggles to understand their own tax burden, and business tax compliance is even more confusing. 

RETIREMENT INCOME

istock-000008661655small.jpg

What's more important, Accumulation

of Assets or Distribution of Income?

Our Goal is to educate and help

you Lower or Eliminate your taxes

in Retirement, Protect your portfolio

from Market Ups and Downs,

and generate more Guaranteed Spendable Income without you

outliving your nest egg.

ESTATE PLANNING

Summer Family Dinner

You have worked hard to accumulate wealth, but what does that mean if you lose control of it at death; or lose a large portion of it to unnecessary taxes?

Taking steps now can help reduce or

even eliminate the burden of taxes,

keep control of your money and

even help you pass on wealth

for generations to come.

DO YOU HAVE ANY IDEA

WHAT YOUR RETIREMENT TAX BILL WILL BE?

If you’ve saved for retirement in an IRA, 401(k) or other tax-deferred vehicle,

you have a tax bill due in retirement. That’s because you’ve deferred your taxes to the future.

Stock Market Quotes

RETIREMENT SAVERS!

SAY GOODBYE TO WALL STREET ADVISORS, SAY HELLO TO LOWER TAXES,
LOWER FEES, AND MORE SPENDABLE INCOME YOU CAN'T OUTLIVE!

Ask Yourself these questions, if you're unsure of the answers, click below to view our webinar to learn what the "TOP 5%" do!!

Does Your retirement savings strategy have a tax-advantaged and liquid 
FINANCIAL SAFETY NET in place?

Does Your strategy have a
VOLATILITY BUFFER to shield your accounts from Stock Market Losses?

Are you aware of the Impact that the HIGH COST of LOW FEES has on Your Future Income and Lifestyle?

What are You doing to ensure Your paycheck keeps coming in during an extended period away from work?

Could a LONG TERM HEALTH CARE
event deplete Your assets & derail
Your Retirement lifestyle?

Does your retirement strategy OUTPACE INFLATION & ensure you never run out of income?

What % of Your overall Savings & Retirement do You want EXPOSED to MARKET RISK and HIGH TAXES?

If TAXES DOUBLE or increase in the future, will Your Retirement Income & Lifestyle be compromised?

Are You confident that Your current savings and investing strategy really is the BEST it could possibly be?

GOOD NEWS, WE HAVE ANSWERS!


Avoid being exposed and vulnerable to these and many other issues facing You in retirement!
Learn more by clicking below to register for our free webinar explaining how
"THE GAMEPLAN FINANCIAL LIFE STRATEGY
produces 2-3 times the spendable income in retirement
compared to traditional 401k/403b/IRA type accounts!

NPR Insurance License #15979464

ARE YOU A SMALL BUSINESS OWNER?

$2.3 TRILLION DOLLARS

is available for small businesses this year alone.

From Cost Segregation, R&D, ERC, CERC, DERC, WOTC, to Property Taxes,

We added a quick calculator so you can see how much you may qualify for.

Sunset Views

DO YOU KNOW YOUR RETIREMENT
SUCCESS SCORE?

DON'T FEAR RUNNING OUT OF MONEY!

Achieve Peace of Mind in Your Retirement!

The IFW RETIREMENT ROADMAP EXPERIENCE 

Will Help You Get There!

GAMEPLAN FINANCIAL GROUP

is Certified with the INSTITUTE OF FINANCIAL WELLNESS to offer You a

FREE RETIREMENT ROADMAP EXPERIENCE. 

80% surveyed resulted in significant Improvement Their Retirement!

PREFER TO SHOP FOR YOUR LIFE INSURANCE ONLINE?

Click below to access our online Term Life Insurance Quoter where You can

Shop, Quote, Apply, and get Approved in 5 minutes

from the comfort of your home or office

NPR Insurance License #15979464

IS YOUR ESTATE PLAN IN ORDER?



HAVE YOU TAKEN THE NECESSARY STEPS

TO SAFEGUARD YOUR ESTATE 

FROM PROBATE?

This is especially important if any of the following apply:

You're Married, You Own a Business, You Own Real Estate,

 

You have minor children or a family member with special needs,

 

You have concerns about a family member handling money you leave them

OUR ATTORNEYS WILL DRAFT YOUR LIVING TRUST OR WILL
AT HALF THE COST & HALF THE TIME

GET YOUR FREE REVIEW BELOW

ENTER HERE FOR YOUR FREE REVIEW & DISCOVERY CALL

PLEASE ENTER ALL TOPICS YOU WISH TO HAVE ADDRESSED AT OUR DISCOVERY CALL IN THE BOX TO THE RIGHT>>

 

We will be in contact with You soon regarding the request from Your submitted information. 

 

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.

Representatives of Gameplan Financial Group and

Gameplan Insurance Advisors do not provide tax or legal advice.

Consult your tax advisor or attorney regarding your situation.

NPR Insurance Lic#15979464  Office 530.316.1686

  • LinkedIn
  • Facebook

We will be contacting you soon!

Team of Industrial Engineers

The
GAMEPLAN FINANCIAL GROUP
Team

Founded by Kelly Warner in 2010,

Gameplan Financial Group's Team works together

to ensure every client’s lifestyle is protected and

their future is secure for generations to come.

Our Advanced Planning Team offers 

Individuals, Families, and Business Owners

decades of combined experience in Life

Insurance, Tax, Estate, and Retirement Planning.

 

LISA KNOWLTON

FINANCIAL PROFESSIONAL

IMG_9640 lISAk.jpeg

Lisa is an Advisor as well as part of the Executive Administrative Team.  Her professional background includes commercial property management, retail management, marketing and early childhood education, specifically corporate childcare.  The latter gave her the opportunity to serve and educate families in a holistic way, assisting them with work-life balance.

 

NPR Insurance Lic# 19277965

KELLY C. WARNER

PRINCIPLE  OWNER/BROKER

MD pic Kelly 43_edited.jpg

Founded by Kelly Warner in 2010, The Team at Gameplan Financial Group works together to help

Individuals, Families and

Small Business Owners protect

their Livelihood, Lifestyle, and Legacy by mitigating financial disasters through properly structured Life Insurance,

Tax, Estate, and Retirement

Planning Strategies.

NPR Insurance Lic# 15979464

GRACIE MOGLE

FINANCIAL PROFESSIONAL

FF3C8C04-F25E-4377-A7B6-20DEF5BB39B5_edi

Gracie Mogle started her career at Disney World providing world class service to her tour clients.

She then evolved into selling Life Insurance because she wanted to make an impact in people's lives for the better. Over the years Gracie's career has transitioned into

full Financial and Estate Planning services for individuals

and businesses.

 

NPR Insurance Lic# 18519107

ERIC SHAW

FINANCIAL PROFESSIONAL

DSC06214.JPG

Eric Shaw comes to us with decades of experience in serving others.

Eric made a career change after learning about the lack of preparedness he experienced when going through a major financial trial. His mission is to ensure you, your family, or business never get caught unprepared from a financial disaster, and enjoy financial independence!

 

NPR Insurance Lic#20551587

MELODY WARNES

FINANCIAL PROFESSIONAL

me_edited.jpg

Melody Warnes entered into the Insurance and Financial world after seeing the massive need for financial help within her own life and her health clients.

Now being a Certified Retirement Income Plan Specialist, her mission is to help you and your family or business enjoy financial independence and certainty!

 

NPR Insurance Lic#18671973

MARK WANSER

FINANCIAL PROFESSIONAL

Copy of Profile.PNG

Mark Wanser, is a second generation advisor with 

over 20 years of experience in Life Insurance, Financial and Estate Planning for families and

businesses. His mission is to educate and provide a Tax Advantaged Risk Free lifestyle for pre/post retirees along with

Legacy Planning for their heirs.

NPR Insurance Lic#7641438

bottom of page