“Founded by Kelly Warner in 2010, the Team at Gameplan Financial Group works together to ensure every client’s lifestyle is protected and their future is secure for generations to come. Kelly began his 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 plans.
Since then Gameplan Financial has expanded it’s Client Base to over 20 states, as well as it’s areas of expertise. We are now supported by a professional team with decades of combined experience in Life Insurance, Long Term Care, Retirement IRA/401k/403b Rollover/Transfers, Executive Bonus Compensation, Key Person Insurance, Buy Sell Funding Options, Business Valuations, Self Employed Retirement plan design and implementation, as well as Premium Financed Life, Estate, Tax, and Retirement Planning Strategies.
No matter what Your needs are, we take great pride in the quality of service we provide our Clients and Advisors, and we will strive to earn your trust and business every day.”