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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

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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.

THE GAMEPLAN FINANCIAL GROUP DIFFERENCE

WHO'S IN YOUR CORNER HELPING AND ADVISING YOU STEP BY STEP HOW TO PROTECT AND ENSURE YOUR FAMILY'S WEALTH LASTS FOR GENERATIONS?

   Executive Compensation  ~  Retirement Income Planning  ~  Tax & Succession Planning                    Employee Pension & 401k/403b Plan Audit Analysis  ~  Premium Financing                        Business Valuation  ~  Captive Self Reinsurance  ~  Key Person Insurance       

   WOTC, ERC, Cost Segregation, Research Development Tax Credits 

Personal & Business Life & Long-Term Care Insurance  

Asset Protection Design & Implementation

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GAMEPLAN FINANCIAL GROUP'S EXECUTIVE BENEFITS
TEAM

WHO'S ON YOUR TEAM HELPING YOU PROTECT AND GROW YOUR BUSINESS?

THE TEAM AT GAMEPLAN FINANCIAL GROUP SPECIALIZES IN 

 TAX-EFFICIENT, RISK MANAGEMENT AND HUMAN CAPITAL RETENTION STRATEGIES

Business Meeting

KEY BUSINESS PROTECTION

If your business' profitability is dependent on the special skills, experience, talent or connections of an important employee, you need to watch this short video to learn how you can protect it from the loss of anyone so vital to it's success.

Business Meeting

BUSINESS TAX STRATEGY

If you are a business owner

who doesn't like paying any more taxes than you legally need to, watch this short video to discover substantial tax benefits available to business owners that most tax advisors know too little about.

In Meeting

EXECUTIVE COMPENSATION

 If you are a corporate owner or executive with any size company, watch this short video to learn how you can use tax deductible dollars to fund a legally discriminatory and exclusive retirement plan that can provide tax free retirement income.

Business Signing Contract

BUSINESS EQUITY BANKING

If your business is profitable,

but operates on a line of credit, watch this short video to learn

how you can fund your own

bank and use it's line of credit

to fund your own

tax free retirement income.

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.

New York Office

RETIREMENT SAVERS!

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

GET YOUR FREE 401K/IRA ACCOUNT AUDIT

OUR FREE RETIREMENT AUDIT

EXPOSES HUNDREDS OF THOUSANDS AND

SOMETIMES MILLIONS OF DOLLARS IN

UNNECESSARY OVERPAYMENTS OF FEES AND TAXES

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

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

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

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?

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

REQUEST YOUR RETIREMENT AUDIT!

 

Avoid being exposed and vulnerable

to these and many other issues facing You in retirement!
Learn more by watching the short video by clicking the button below.

THEN SCHEDULE A CALL TO LEARN HOW

"THE GAMEPLAN FINANCIAL LIFE STRATEGY"

 produces 2-3 times the spendable income in retirement
compared to traditional 401k/403b/IRA type accounts!

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

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

NPR Insurance License #15979464

COULD YOUR TAX BILL IN RETIREMENT BE TOO BIG?

If you’ve saved for retirement in an IRA, 401(k), 403(b), or other tax-deferred vehicle,

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

to the future. Do you know the size of your potential tax bill?

Find out in 3 easy steps:

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

PREFER TO SHOP FOR TERM LIFE INSURANCE ONLINE?

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

Shop, Quote, Apply, and get Approved in 10 minutes

from the comfort of your home or office

NPR Insurance License #15979464

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

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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

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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

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For over 15 years Kelly Warner and

his Team of Professionals have been helping 

Individuals, Families and Small Business Owners

protect their Livelihood, Lifestyle, and Legacy

by recommending and designing properly

structured Life Insurance, Tax, Estate, and Retirement Planning Strategies.

NPR Insurance Lic# 15979464

GRACIE MOGLE

FINANCIAL PROFESSIONAL

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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 small businesses.

 

NPR Insurance Lic# 18519107

Representatives of Gameplan Financial Group and Gameplan Insurance Advisors do not provide tax or legal advice. Consult your tax advisor or attorney regarding your specific situation.

KEVIN
RICHARDS

FINANCIAL PROFESSIONAL

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Kevin has been a financial and insurance

advisor for over 20 years. With his vast knowledge

of social security and government benefits, Kevin

strives to achieve financial security for his clients.

As a father of a 14 year old daughter, Kevin knows

the importance of planning for the long term.

In his time off, Kevin is an avid golfer,

tennis player and now pickleball player!

NPR Insurance Lic# 8797409

SHANNON ABSHER

FINANCIAL PROFESSIONAL

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Shannon Absher, originally a health coach,

transitioned to finance after experiencing the

profound impact of financial hardship on health

and well-being. Driven by a passion for financial

wellness, she is committed to helping her

clients navigate the financial landscape

and fostering a life of health, happiness,

and financial independence.

NPR Insurance Lic# 20698900

ERIC
SHAW

FINANCIAL PROFESSIONAL

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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 in a financial disaster,

and enjoy financial peace of mind!

 

NPR Insurance Lic# 20551587

Representatives of Gameplan Financial Group and Gameplan Insurance Advisors do not provide tax or legal advice. Consult your tax advisor or attorney regarding your specific situation.

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