Financial Services Topeka, KS Investment, life insurance. Coach Craig Financial Company Topeka KS

Business Investment Services


“We provide solutions for business owners – call us today!”

Qualified Investment Service Provider in Topeka, Kansas

Owning a business can be both rewarding and challenging. That’s why proper business management is essential to any business owner. Aside from saving time and enhancing decision-making, it can help aspiring entrepreneurs boost their credibility.

At GamePlan Financial, we can help you address some of the common needs we see among business owners, including retirement planning and expense management. We offer the best business investment services in Kansas City.

We Understand Every Business Owner

As a business owner, decision-making is very important. However, running a business is also a difficult job. So how can you find the right financial strategies to simplify your life and work and meet your daily financial needs? 

Our team is here to help with workplace retirement plans and cash management solutions. Aside from investment products and services, we help business owners build comprehensive financial strategies for their personal and professional goals. Whether you want to protect and grow your business, or plan for your exit strategy, we are here to help.

Key Benefits of Business Investment Management Services

Business investment management services involve strategizing to achieve your set goal. Going about purchasing or disposing of an asset portfolio that will yield profits, increasing the asset’s valuation, and acquiring additional assets are the main purposes when managing assets and investments. These are the expertise you’re looking for that a professional investment management company can bring to the table. 

Here are some of the top benefits of business investment management services. 

Professional Analysis

If you are knowledgeable about investment and asset management, then good for you. However, if you have zero to little knowledge as to how to go about making investments, hiring a professional business investment company can be your best option. 

GamePlan Financial can guide you in making decisions about important investment considerations. This way, you can rest assured that any decisions regarding your assets and investments are being analyzed by a professional, backed up by extensive years of experience and knowledge of how the investment world works.

Helps You Identify Hidden Investment Risks

Investment management also involves risk management. This has always been a very crucial aspect of any investment. By identifying, tracking, and analyzing these risks based on past experiences, they can recognize and narrow down the critical factors that can potentially affect your investment.

The lesser the risk, the more room for the investment manager to plan, strategize, and provide safer options to choose from. Once you have identified the risks, you can avoid them if possible, or you can work around them and minimize the effects if they can’t be avoided completely.

Provides a More Secure and Stronger Foundation

If you are new to the world of investing, chances are, you will either be tentative about your next move, or you might be too aggressive. This could be because you are not aware of the risks and have no prior knowledge or experience, so your plan can only be a hit or a miss.

By having professional business investment services, you have the comfort of knowing that your holdings are being handled by someone professional in the field. While investments are still based on speculation, you are assured that they are making an educated and calculated guess and not just taking a random guess.

Financial Services Topeka, KS Investment, life insurance.

Benefit from Automation

Technology is changing fast. It has affected gradually the way work is being carried out. That’s why expectations have become higher, and people look forward to getting more output in a short period with little effort. Investment management is no different, because of the automation of some processes.

Some of these processes include the movement, validation, and reconciliation of data, resulting in more prompt and accurate reporting. Generally, this has a positive effect on costs, which can benefit in terms of risk management and business agility.

Protection of Portfolio During Down Times

The reality is that no market is secure. Anything can change overnight. An unexpected development in politics and environmental changes can rock the boat anytime, and only those who prepare for these circumstances will survive. This is where a professional business investment manager can help you.

Providing Your Business Financial Plan

GamePlan Financial starts by looking at everything that can potentially affect your business finances. You need a comprehensive plan to ensure the viability of your business. We will help create a plan within your risk tolerance to reach your desired financial goals.

Why Choose GamePlan Financial

Benefit from our financial experience. Here are some of the reasons why you should trust us for your long-term care insurance policy.

Investment Experience

We offer investment advisory products and services that cater to your needs. Our investment advisors are among the most experienced in the market.

Approach to Investment Management

Our investment management services are guided by an established investment philosophy and process. We focus on helping you preserve and grow your wealth.


At GamePlan Financial, our client always comes first. We are in this business of serving others and making a positive impact on their lives. We have a passion for helping people and we enjoy building lifelong relationships with our clients by guiding them along their financial path.

Simplified Application Procedures

Our team is made up of professional insurance agents who can sit down with you to understand your preference and goals. We will provide you with simple, clear choices that meet your financial needs.

Personalized Approach

At GamePlan Financial, we take a personalized approach to help protect the individuals and families we serve. We focus on helping you improve your financial security, particularly as you enter and navigate retirement.

Service You Can Trust

We want to provide excellent service to every policyholder and make your life easier when it comes to your claims. We are an accredited business known for our financial strength.

Call Us Today!

If you are interested in creating holistic financial planning for you, we encourage you to give us a call to schedule a no-obligation, initial consultation with us. Call us today to learn more about our financial planning services.

GamePlan Financial proudly serves all families and individuals in Topeka, Kansas, and the surrounding areas.