PROFESSIONAL ATHLETES, COACHES VALUE PROPOSITION
Professional Athletes have a unique set of Financial Challenges:
Becoming a professional athlete and/or coach in professional sports is a major undertaking that often offers a very high income. Particularly in the NFL and NBA, players have the potential to become instant millionaires. Making this type of money is an awesome payoff for your years of hard work and family commitment; it also comes with its challenges and risks. As a professional athlete, you are highly trained and focused on your professional development, so it is very important to hire a fiduciary Financial Advisor and Wealth Management Advisor to help you make smart decisions regarding your income, savings, taxes, and long-term investments.
We work with College and Professional Athletes, Coaches, to provide Comprehensive Advice and Wealth Planning Services to Protect and Grow Their Wealth.
Our team of specialists, which includes Financial Advisors, Certified Financial Planners, back-office support, professional partnerships, and affiliations with Estate Planning Attorneys, CPA’s, and tax specialists. We also consult with former/retired athletes on as needed basis. We focus on customized products, services, and planning in order help college and professional athletes navigate their unique financial needs and reach their financial goals. We provide confidential, fiduciary financial advice, meaning all recommendations are made in the client's best interests. We don’t sell or make commissions on proprietary products. Our client’s success is our number one priority.
Our Customized Services include the Following Solutions for your Specific Needs:
- Budgeting
- Bill Pay and Business Management
- Investment Opportunity Evaluation and Review
- Insurance Need Analysis
- Financial Planning and Cash Flow Management
- Retirement Planning
- Estate Planning
- Strategic Tax Planning
- Charitable Planning
- Financial Consultation
In each of these areas, we focus on overall financial planning, products, and services customized for each particular situation. We also modify financial plans as needs, goals, and preferences change. We will review the overall situation, gather data and information re: client’s goals and objectives, and consult with your agent or trusted advisor prior to making recommendations.