The Team at
Gameplan Business Advisors
works together to help Entrepreneurs and
High Income Earners Protect & Grow their
Wealth by Designing proven Risk Mitigating,
Tax Efficient Financial Strategies that create
Financial Peace of Mind for Generations.
THE GAMEPLAN BUSINESS ADVISORS DIFFERENCE
WHO'S IN YOUR CORNER HELPING AND ADVISING YOU STEP BY STEP HOW TO
PROTECT AND ENSURE YOUR FAMILY'S WEALTH LASTS FOR GENERATIONS?
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Executive Compensation ~ Retirement Income Planning ~ Tax & Succession Planning
Employer & Individual 401k/403b Plan Audit Analysis ~ Business Valuations
Human Capital Retention Strategies ~ Captive Self-Reinsurance
Business & Personal Life & Long-Term Care Insurance
WOTC, Cost Segregation, R&D Tax Credits Asset Protection Administration
GAMEPLAN BUSINESS ADVISORS EXECUTIVE BENEFITS
TEAM
WHO'S ON YOUR TEAM HELPING YOU PROTECT AND GROW YOUR BUSINESS?
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THE TEAM AT GAMEPLAN BUSINESS ADVISORS SPECIALIZES IN
TAX-EFFICIENT, RISK MANAGEMENT AND HUMAN CAPITAL RETENTION STRATEGIES
KEY BUSINESS PROTECTION
If your business' profitability is dependent on the special skills, experience, talent or connections of
an important employee, you need to watch this short video to learn how
you can protect it from the loss of anyone so vital to it's success.
BUSINESS TAX STRATEGY
If you are a business owner
who doesn't like paying any
more taxes than you legally need to, watch this short video to
discover substantial tax benefits available to business owners
that most tax advisors
know too little about.
EXECUTIVE COMPENSATION
If you are a corporate owner or executive with any size company, watch this short video to learn how you can use tax deductible dollars to fund a legally discriminatory and exclusive retirement plan that can provide tax free retirement income.
BUSINESS EQUITY BANKING
If your business is profitable,
but operates on a line of credit,
watch this short video to learn
how you can fund your own
bank and use it's line of credit
to fund your own financial objectives, estate tax equalization, and
tax free retirement income.
MORE SMALL BUSINESS TAX SAVING STRATEGIES
BUSINESS TAX INCENTIVES
Over 40 Industries Qualify for IRS sanctioned
Tax Incentives.
Any employer or commercial property owner can do a
60 second search
on our site to see
which programs you're
eligible for. Click
below to learn more!
YOUR EXIT AND SUCCESSION PLAN
If you intend to pass
your business onto the next generation,
and you want to minimize both the tax implications and the risk of transition, watch this short video
to learn how to
develop the perfect exit strategy or business succession plan.
TAX MANAGEMENT SYSTEM
Within our platform,
you will be able to monitor all current and past employees (up to
4 years) retroactively,
as well as new potential job candidates,
and stay organized
with a visual display of all available tax credits in real time.
PRIVATE RESERVE PENSION
The PRP is a tool through which you may have the ability to drastically advance your wealth relative to your retirement planning efforts in a highly tax advantaged manner, growing that wealth
tax deferred and taking distributions from this strategy tax free.
COST SEGREGATION STUDY
If you own or lease real estate, a CSS is feasible for buildings purchased, constructed, or renovated in the past 10 years. An average CSS offers around $150,000 in additional depreciation per $1 million in purchase or construction cost.
LIFE INSURANCE FINANCING
If your planning requires the purchase of a large
amount of life insurance, but your cash flow is funding other investments, watch this video to learn how you can finance the cost of that insurance with minimal cash outlay, assisting your Estate Tax & Equalization needs.
CAPITAL GAINS TAX CRT
If you own a substantially appreciated asset that you'd like to sell without paying capital gains tax, and convert the proceeds into a guaranteed lifetime income, watch this video to learn how you can also benefit any charity or non profit institution with tax free cash.
BUSINESS BUYER GUARANTEE
Get Top Dollar for Your Business with a Buyer Guarantee if you intend to sell your business when you retire. Watch this video to learn how you can either get the highest value for the sale of your business, or convert the asset into a tax free income at retirement.
THE GAMEPLAN TEAM
Founded by Kelly Warner in 2010, Gameplan Financial Group's Team works together
to ensure every client’s lifestyle is protected and their future is secure for generations to come.
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Our Advanced Planning Team offers Individuals, Families, and Business Owners
decades of combined experience in Life Insurance, Tax, Estate, and Retirement Planning.
