Game Plan Financial Advisors, LLC

Overview

Game Plan Financial Advisors, LLC is an independent, full-service wealth management firm based in Westlake, Ohio. The firm provides comprehensive financial planning, asset management, and insurance services to a diverse clientele, including individuals, corporations, and a specialized group of professional and college coaches, as well as NFL executives and their families. Established in 2008, Game Plan Financial Advisors has over 50 years of combined experience in asset management, demonstrating the ability to navigate various financial market conditions. The firm's investment strategy focuses on customized client portfolios, emphasizing clients' unique planning needs and goals. Game Plan Financial Advisors works to develop comprehensive asset management strategies, delivering goal-based solutions that help clients achieve their objectives. As an independent fee-only Registered Investment Advisor (RIA), the firm is compensated directly by clients, avoiding commissions and potential conflicts of interest. With a team of experienced professionals, Game Plan Financial Advisors has consistently demonstrated the ability to navigate various financial market conditions. The firm's portfolio managers specialize in customized client portfolios, focusing on clients' unique planning needs and goals. They work to develop comprehensive asset management strategies, delivering goal-based solutions that help clients achieve their objectives. The firm's commitment to independence and fee-only compensation ensures that clients receive unbiased and objective financial advice.