Company Description
Corporate Philosophy
Company Description
Game Plan Financial Advisors, LLC is a financial advisory firm that provides services to a broad group of clientele ranging from individuals and corporations to the special niche group made up of professional and college coaches and NFL executives and their families.
Corporate Background
Corporate Philosophy
Company Description
Game Plan Financial Advisors, LLC (founded in 2008) is an independent, full-service wealth management firm, based in Westlake, Ohio providing financial planning, asset management and insurance.
Corporate Philosophy
Corporate Philosophy
Corporate Philosophy
- Unique package of financial and business management services tailored to meet specific clients needs.
- Game Plan Advisors, LLC is an independent fee only Registered Investment Advisor (RIA) and is paid directly from clients instead of commissions.
- Over 80 Years of Combined experience.
Game Plan Financial Advisors, LLC has been providing individuals, foundations, and a niche` client group of NFL coaches and executives with investment advisory services since 2008. With over 50 years of combined asset management experience, our Portfolio Managers have consistently demonstrated the ability to navigate in a variety of financial market conditions.
- Specializing in customized client portfolios
- Focus on clients'` unique planning needs and goals
- Working to develop a comprehensive asset management strategies
- Delivering goal-based solutions that help clients reach their objectives
Our Team
Theodore D. Beckman
Theodore D. Beckman is a founder and principal of Game Plan Financial Advisors, LLC. Ted manages individual accounts for the firm as Portfolio Manager and serves as the Director of Client Relations and Marketing.
Ted has spent his entire career in the investment business starting with McDonald and Company in Cleveland in 1994.
Ted resides in Avon Lake, Ohio with his wife Leanne, daughters Madison and Libby and son Ryan.
Michael S. Norehad
Michael S. Norehad is a founder and principal of Game Plan Financial Advisors, LLC. Mike is the Chief Investment Officer (CIO), a Portfolio Manager, Chairman of Investment Policy Committee and Insurance Specialist. Mike has been advising investors since 1991 where he began his career at Blunt, Ellis & Loewi in Chicago.
Mike resides in Bay Village, Ohio with his wife Michelle and three daughters, Julie, Jennifer, and Jessica.
J. Drew Burke
J. Drew Burke is a founder and principal of Game Plan Financial Advisors, LLC. Drew is a Portfolio Manager and Small Cap Specialist.
Drew began his investment career in 1990 at Cowen & Company in New York City.
Drew resides in Chicago, IL with his wife Tami and daughters Morgan and Raegan