When your assets are at stake, discretion and reliability are a priority.
When you are trying to attract and retain good employees, it is important to make sure you are offering a very competitive benefit package. We have providers offering to pay for benefits thus adding them to your benefit package at no cost to your company.
At Financial Game Plan, we work independently and are always focused on our client's best interest.
We help define and prioritize your financial and or business goals then coach you in developing your personalized financial or business game plan.
Below is our summarized basis of work when you partner with Financial Game Plan.
FGP can be your "Head Coach" on your financial team. We will assist and extract your goals while developing your "Financial Game Plan" for success.
In order to offer additional value to our clients, we utilize our relationships with industry specialists in the design and implementation of our plans. Specialists like Estate Attorneys, CPAs and Advanced Underwriting departments.
Seen above is past NBA Head Coach and GM of the Philadelphia 76ers, Tony DiLeo. Tony is now coaching with the Washington Wizzards and has been a client for over 28 years.
Industry studies show that when clients are well informed & satisfied, that they will use their advisors greater than 10 different times & purchase services up to 20 times over their lifetime.
This is the basis for helping our clients in small ways early in our relationship. This allows our clients to utilize our "Team Approach" and industry specialists over the long term.
Don't stand on the side lines, let the Financial Coach help you achieve your goals today.