Kelly Warner began his Insurance & Financial Services career as a personal producer helping Individuals, Families, and Business Owners prepare for retirement by mitigating financial disasters and saving taxes. Based in Northern California, Kelly is the Founder of Gameplan Financial Group and Smarter Wealth Solutions. We offer a wide range of Insurance and Financial solutions to meet our customers’ demands. Our partnerships with dozens of Top"A"Rated Insurance Carriers, Benefit Administrators, and Business Affiliates allow our Brokers to offer comprehensive industry leading Financial Solutions to help You meet Your Financial Goals, Estate Strategies, and Business Planning and Protection Needs. Specializing in wealth accumulation through proper protection and tax advantaged planning strategies, Kelly has the knowledge and expertise to help you achieve financial Independence and peace of mind.
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You can earn stock market gains without the stock market losses. Your account can never experience a loss no matter how much the stock market plummets.
This strategy will provide tax-free income during your retirement years. Unlike "qualified" plans it will not be subject to a tax hike.
If set up properly, this strategy will provide income you can rely on year after year no matter how long you live.