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 can give you a distinct advantage
over other advisors and organizations.
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.
We Broker and shop all the top carriers, giving us an edge over captive agencies.
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 to Uncle Sam. But the average American struggles to understand their own tax burden, and business tax compliance is even more complicated and confusing.
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.
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.
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
DO YOU KNOW YOUR RETIREMENT
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!
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.
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
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
GAMEPLAN FINANCIAL GROUP
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 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
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
NPR Insurance Lic# 15979464
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
NPR Insurance Lic# 18519107
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 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, 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