Financial Game Plan

FGP's Mission:
To provide wisdom to each client...

Leading them to an inspired financial journey.

At Financial Game Plan, our financial coaching program will inspire, educate and guide you on how to handle your finances. Our "Financial Coach" program enables us to work side by side with you to make a positive impact on your life and to help us exceed your expectations. We would like to see all of our clients reduce debt, increase savings, and retire with confidence to have peace of mind. We will help you organize your estate, check your beneficiaries, insurances and much more.

Honoring and serving God inspires us to live with purpose.

At FGP, we believe in having a long-term relationship with you and will review your progress annually and throughout your lifetime. This results in helping our clients create a winning "Financial Game Plan."

- Mario V., Founder, President & CEO

Three Divisions

Financial Services

Life Insurance
Social Security
Comprehensive Retirement Plans with retirement income projections from all sources
Rollover Options & Recommendations
Social Security Analysis & Observations
Guaranteed Principal Accounts
Guaranteed Income Payment for Life (with death benefits options for beneficiaries)
Tax Reduction & Deferred Accounts
Fixed Indexed Accounts
Rollovers for IRA’s, TSA’s, 401(k)’s, 403(b)’s & Pensions
CD Alternatives
Annuities
Survivor Planning
Estate Organization & Planning
Medicare

Benefits Consulting

Essential Benefits with Aflac & other Co.'s
Added benefits at no cost to qualifying companies Fraud Protection, Telemedicine, AD&D Coverage with Travel Services Health Advocacy & Medical Bill Saver, Personal Wellness, Financial & Legal Fitness
Buy-Sell Agreement Funding with Life & Disability Insurances
Medical Insurance with Free Core Enrollment Platforms
Key Person IRC 162 Bonus Plans
Business Owner Survivor Planning
Estate Organization & Planning for the Business Owner

Life Insurance & other Insurances