Financial Services – Financial Game Plan

Are your assets at risk?
In order to protect your assets you need to understand your financial situation and create a Financial Game Plan for your specific needs. At Financial Game Plan, we offer you an experienced and knowledgeable “Financial Coach” who will guide you through the process of creating your unique financial plan. Below is a list of services we provide to our clients.

Retirement Consulting

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

Benefits Consulting

Voluntary Benefits with Aflac & other Co.'s
Buy-Sell Agreement Funding with Life & Disability Insuraces
Key Person IRC 162 Bonus Plans
Business Owner Survivor Planning
Estate Organization & Planning for the Business Owner

Life Insurances & other Insurances

Life Insurance-both Permanent & Term with great rates.
Permanent Insurance that build cash value
Term Insurance with the lowest rates available for 5, 10, 20, 30 terms
Disability Insurance
Long Term Care Insurance