About Us
The Game Plan 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 Game Worksheet"
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Game Plan 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 Game Plan Financial
About OYL
- 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 Game Plan do?
Game Plan 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 Game Plan?
Our founder, Tom Beno has spent years finding those missing experts to be part of his team. When a client finishes the OYL Legacy Builder Process, they know they have a holistic solution.
In the last 23 years, Tom has worked in almost every corner of the financial industry. He is a master educator and people connector. He has worked in banking, offshore asset protection, mortgage lending, securities sales, life and disability insurance sales and design, and retirement planning. Since much of this work starts with tax planning, Tom has expanded his team with a nationally renowned group of CPAs and Tax Attorneys focused on Proactive Tax Planning yielding huge savings for business owners.
Tom holds a BS in Finance from Montana State University, and is co-author of the book “Orchestrate Your Legacy”. Legacy planning entails long-term tax planning and asset protection for the immediate and extended family.
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What services does offer?
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