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
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
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
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
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
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 and Long-Term Care Insurance
Private Health Insurance Defined Benefit Plans
GAMEPLAN FINANCIAL'S
EXECUTIVE BENEFITS
PROGRAMS
WHO'S ON YOUR TEAM HELPING YOU PROTECT AND GROW YOUR BUSINESS?
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THE TEAM AT GAMEPLAN FINANCIAL GROUP SPECIALIZES IN
TAX-EFFICIENT, RISK MANAGEMENT AND HUMAN CAPITAL RETENTION STRATEGIES
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 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.
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 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.
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.
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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:
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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
Founded by Kelly Warner in 2010,
Gameplan Financial'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
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
PRINCIPLEÂ OWNER/BROKER
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.
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NPR Insurance Lic# 15979464
GRACIE MOGLE
FINANCIAL PROFESSIONAL
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
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
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.