Financial Game Plan

Over 41 years of experience:

Since 1985, Mario Valori & FGP has served as a premier partner for comprehensive retirement planning, insurance and business planning. Driven by a commitment to innovation, FGP launched a specialized Employee Benefits & Technology division in 2012.

Today, we help businesses maximize profitability and streamline operations through state-of-the-art communication and education systems. Our core delivery model centers on Custom Designed Benefit Websites—secure, password-protected hubs that house medical, dental, vision, and voluntary plans alongside a seamless digital Onboarding Program.

Core Areas of Expertise

1. Employee Benefits & HR Technology

We provide employees with 24/7/365 digital access to their benefits, making HR management seamless and convenient. FGP delivers a totally paperless process for benefits and onboarding, which includes building a custom company benefit website and a dedicated mobile app to put crucial information right at your team's fingertips.

Enhanced Engagement: We offer personalized, one-on-one enrollment meetings to ensure your team fully understands their coverage.
Value-Added Services: Eligible companies can access complimentary perks such as Telemedicine or Identity Theft Protection at no extra cost.

2. Business Continuation Planning

Protect the future of your company against the unexpected. FGP evaluates, designs, and funds crucial business continuation plans and buy-sell agreements, fully covering both death and disability scenarios.

3. Retirement & Investment Solutions

Tailored for retirees and conservative investors, we specialize in high-income-producing, stock market crash-proof investments that guarantee principal while maintaining opportunities for significant returns. We work closely with clients entering retirement to build personalized plans that secure their income needs and meet long-term objectives.

4. Comprehensive Insurance Offerings

We source and manage a full spectrum of insurance solutions to protect your people and your assets:

Life & Disability
Medical, Dental, & Vision
Medicare & Long-Term Care
Voluntary & Group Insurances

5. Public Sector & Streamlined Services

FGP is deeply experienced in navigating the unique needs of public entities. Subsidies are available for a wide range of organizations, including:

Cities, towns, counties, and municipalities
Public and private schools, universities, and unions
State and federal government bodies

The FGP Promise: We are relentlessly committed to securing the best health rates available on the market while delivering an intuitive, modern, and entirely paperless experience for your organization.

If you are considered a small company, it's our goal for your benefit plans to mirror those by Fortune 500 companies.

- Mario V., Founder, President & CEO

Custom Designed Benefit Websites

FGP will help you create a custom benefit website to fit your client's needs thus increasing their employees’ benefit satisfaction and engagement.

Including webinars, 1 on 1 enrollment meetings, virtual call centers and personal benefit consultations. We will make smaller company's benefit website look like they work for a fortune 500 company.

Financial Services

Offering Mini Financial Plans, Retirement & Estate Planning, Life Insurance Analysis, Cash Flow Forecasts and Debt Reduction ideas.

Business Planning Services

Disability Insurance, Group Insurances, Buy-Sell Agreement Funding, Key Person Programs and Captive Insurance opportunities to companies great than 1,000 employees.

Who is Quarterbacking
your Employee Benefit Plans?

Don't stand on the side lines!

Let FGP help you achieve your goals today!

Please call to connect at 856-371-2729. Thank you!

What Our Clients Say

Generational client for over 30 years

Linda Carlino

"Mario has taken tremendous care of my mother's investments after my father passed away. Over the years he has made her income outperform the local Bank's safe investments. No matter if the market is up or down, we never worry how are money is doing. If you are similar to us, that you want an advisor you can count on, service you frequently, give you great investments that meet your objectives and avoid probate then Mario is the advisor you should invite to meet with you."

NBA Basketball Coach

Tony DiLeo

"As a coach, I understand having to plan ahead. Mario has always planned a head for myself and my family. He has provided great guidance and wisdom in the areas of retirement planning, college savings programs, life insurance for short term as well as the long term and cash flow analysis. Mario takes the time to listen to look at our current situation, our objectives, what type of investments that we desire to develop a winning financial game plan. Whether you are just getting started or are a seasoned veteran getting ready to retire, I highly recommend you recruiting Mario to be part of your team."

Clients for 15 years now Retired

Paul & Lois T

"We have used Mario to evaluate our investments, long term care and life insurance programs for over 15 years. Our investments have performed extremely well even through market declines. We have consistently received 7% to 10% year in and year out without any risk to our portfolio's principal. We would highly recommend Mario as a trustworthy, ethical and service oriented advisor."

Vicki & Mike Bahr

Client for retirement, cash flow anaysis, Social Security evaluation

"We have known Mario since 2013 however we just became an investment client in 2018. When we decided to start planning our retirement we interviewed about five advisors. After hearing from all of them, it became clear that Mario wanted to do more than just invest our money. He wanted us to feel secure by learning everything about our financial picture then providing solutions that made us feel secure. So, not only did he provide the best investments for our needs, but he also laid out a detailed retirement plan. It includes everything that we needed to feel comfortable. We feel that we are in good hands, and we would highly recommend Mario."

Johnny "Midnight" Lerro

Retired Business Owner, Estate, Retirement, Investment Income Client since 1990

"Mario has helped me in so many ways. It's rare that you want to tell people about someone, but Mario is that kind of guy. He helped me accumulate my retirement savings and planned my father's estate distribution. My investments are invested so that I receive high interest without any chance of my money declining from any stock market downturns or corrections. He puts me in a position to be retired and not worry about my future finances. I would absolutely recommend that you meet with him to see if he can help you like he has helped me."

Susan Tipton

Financial Planning, IRA rollover client

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