About Us
The Gameplan team will help you grow, access and protect your retirement income in the most tax-advantaged methods possible.
OUr Founder
Founded by Kelly Warner in 2010, the Professional Team at Gameplan Financial Group 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, Business Owners, and their Employees decades of combined experience in Life Insurance, Fringe Benefits, and Retirement Income Planning solutions.
"The Wealth Gameplan"
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Gameplan will show you how a fine-tuned team of professionals can give you the clarity to safeguard and control your assets now and into the future.
Top 10 Reasons to Schedule a Call with Gameplan Financial
About GAMEPLAN FINANCIAL GROUP
- Get a Clear Financial Game Plan - Move from scattered accounts and ideas to one coordinated strategy built around your goals.
- Access Advanced Planning Strategies - Benefit from sophisticated life insurance, retirement income, and benefits strategies many advisors never discuss.
- See the Whole Field of Your Financial Life - Your investments, protection, taxes, and income are reviewed together, not in isolation.
- Personalized Guidance, Not Generic Advice - Your plan is tailored to your situation, whether you’re an individual, business owner, or family planner.
- Retirement Income You Can Rely On - Design income strategies focused on sustainability, predictability, and long-term confidence.
- Smarter Use of Life Insurance - Explore how advanced life insurance can support wealth building, protection, and legacy planning.
- Strategic Employee Benefits Support - Optimize benefits strategies that attract, retain, and protect your team while supporting business goals.
- Coordination With Trusted Specialists - Your plan is executed with the right professionals at the right time, all aligned under one strategy.
- Clarity and Confidence in Decision-Making - Replace uncertainty with a structured plan that adapts as your life and goals evolve.
- A Long-Term Focus on Legacy - Build wealth and income designed not just for today, but for the impact you want to leave behind.
FAQS
Here are answers to some common questions.
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What does Gameplan Financial do?
Gameplan Financial serves as your strategic partner in building, protecting, and coordinating your financial life. We help individuals, families, and business owners create a clear financial game plan that aligns wealth growth, protection, income, and legacy planning into one cohesive strategy. Our role is to see the whole field, coordinate the right strategies, and guide decisions so your financial life works together with intention and clarity.
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Who is the founder of Gameplan Financial?
Kelly Warner founded Gameplan Financial Group in 2010, and is a national Independent Insurance and Financial Services Agency. Specializing in Advanced Life Insurance, Benefits, and Retirement Income Planning strategies for Business Owners, Professionals, and Families. Our Team of Professional Advisors offers a distinct advantage over other organizations.
Kelly began his Insurance career as a Financial Professional helping Individuals, Families, and Business Owners protect their livelihood and lifestyle by mitigating financial disasters through properly structured Life Insurance and Long-Term Care plans. Over 15 years later we have expanded our services and footprint to help more clients in over 20 states. Being an Independent Insurance and Financial Agency, we can offer a wide range of Insurance and Financial solutions to meet our customers’ demands. Rest assured we are appointed with and shopping all the top A-rated carriers with the best valued coverage for your risk management needs.
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What services are offered at Gameplan Financial
Our Advanced Planning Team provides guidance and solutions in:
- Advanced life insurance strategies
- Retirement income planning
- Employee and fringe benefit planning
- Wealth protection and risk management
- Legacy and succession planning
- Ongoing strategy coordination and plan monitoring
Each service is designed to support a clear, intentional financial strategy.
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What is the easiest way to get more information?
Schedule a discovery call!
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Why should I schedule a discovery call?
op 10 Reasons people schedule a discovery call:
- Gain a clear, coordinated financial game plan
- Access advanced strategies many advisors don’t offer
- Align wealth, protection, and income under one strategy
- Create reliable retirement income
- Use life insurance more strategically
- Optimize employee benefits as a business owner
- Work with a collaborative planning team
- Reduce financial complexity
- Adapt your plan as life evolves
- Build a meaningful, lasting legacy