SAY GOODBYE TO WALL STREET ADVISORS, SAY HELLO TO LOWER FEES, LOWER TAXES, AND MORE SPENDABLE INCOME!
Specializing in wealth accumulation through proper protection and tax advantaged planning strategies,
Kelly Warner has the knowledge and expertise to help you achieve financial Independence and peace of mind.
Kelly Warner began his Insurance & Financial Services career as a Financial Professional helping Individuals, Families, and Business Owners prepare for retirement by mitigating financial disasters. Now with Offices in Northern California and Nevada, Kelly is the Founder and Owner of Gameplan Financial Group based in Redding, California. Gameplan Financial offers a wide range of Insurance and Financial solutions to meet our customers’ demands.
“OUR MISSION IS TO HELP OUR FELLOW AMERICANS MAXIMIZE THEIR LIFESTYLE & LEGACY
BY TARGETING A DEBT FREE, TAX FREE, STRESS FREE RETIREMENT THROUGH SMARTER WEALTH SOLUTIONS”
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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.
It wasn’t until after I sold my business interest that I discovered the exposure of my retirement assets to risk, fees and taxes could be avoided, while enjoying competitive annual returns. These indexed products have provided me a manageable, sound strategy for my retirement assets and peace of mind that didn’t exist before
Your agent came to my husband, Jeff, and me some months ago to discuss our current retirement plan. Even though he is also our pastor, I have to admit that I was more than a little skeptical. However, after attending a "My New Retirement" seminar and then listening to the strategies he laid forward, we were eager and willing to transfer all of our previous investments to those he recommended.
Lori and I met with your agents to learn more about the your strategy. After listening to what they had to say and reviewing our personal illustrations, we immediately knew the your strategy was what we needed; an account that will grow risk free, tax-free and remain liquid throughout our retirement years.
Recently retired we decided we needed to redirect our current 401K account investments. However we had no idea where to start. I spoke with a close friend that immediately recommended us to one of your agents. We now have a very diversified and secure financial plan for our future, along with a strong awareness of how they work together.