For Education & Inspiration, Meet with one of our Financial Coaches
Make Your Move
To make a positive impact
on each client.
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
- 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
- Survivor Planning
- Estate Organization & Planning
- 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-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
Who is Quarterbacking
your Financial Game Plan?
Don't stand on the side lines!
Let our Financial Coaches help you achieve your goals today!
Please call Financial Game Plan to discuss your important message at 856-528-5527. Thank you.