"Every Championship Team Has A Great Coach And Gameplan - Your Finances Are No Different"

Meet The Team

Game Plan Financial Strategies is a division of Investia Financial Services. Founded in 1997 as Independent Retirement Planners, our goal is to provide financial planning services to both private and corporate clients.

As financial advisors, we know that your financial goals are extremely important. That’s why when you hire us for your financial planning, we will make sure that your needs are met so that you can achieve your goals and have the future of your dreams.

We thoroughly consider your needs so that we can develop a well-designed financial strategy and bring it into existence. When thinking about your financial future we can give you the peace of mind that you deserve.

For any assistance with financial planning or if you wish to talk to a financial advisor, please click here to contact us.

latest news

Sep, 13, 2021
There are moments in time when significant economic shifts occur that alter the future. One such moment occurred in late August 2019 at the close of the Jackson Hole Economic Symposium. This is an annual and exclusive central banking conference to foster open discussion about important and current... Read more
Sep, 13, 2021
Freelancer, self-employed, contractor, independent, temporary or gig worker and entrepreneur are all terms used to describe sole proprietors. While sole proprietorship isn’t new, it is most definitely on the rise. Sole proprietorship - popularly referred to as “gig work” or the “gig economy”- is... Read more
Sep, 13, 2021
It seemed there was nothing her father couldn't do when Margaret was growing up. He was the most capable person she knew. Widowed by the time he was 55, he lived an independent and full life, never relying on Margaret for anything other than her company. Four years ago, however, Margaret began... Read more

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