Professional Athletes

As an Athlete you dream of one day signing that big contract. You assume you will be set for life. However, fortunes are lost every year by athletes who take advice from unqualified advisors. This newfound wealth can be lost when the unanticipated happens, divorce, injury or maybe non-contract extensions. You need a wealth management partner to coach you to financial victory. 

Putting Together a Financial Game Plan

Just like you research an opponent before facing them, we do our own research before entering into a business relationship. We take the time to get to know you on a personal level. We want to understand what your goals and visions are off the field, as well as any potential roadblocks. Our discovery process not only helps us determine if you’re a good fit for us, but if we’re a good fit for you.

The next step is creating our game plan. We take the information we learn about you and your goals and put together a comprehensive financial plan with recommendations tailored specifically to you, your needs, and your future.

You practice these strategies and slowly start to see improvement. You gain confidence, so on game day you are ready to execute what you have been working on to perfection. Similarly, we work with you to begin implementing the specific strategies recommended for your financial future at a pace comfortable to you. The game plan begins to make sense, the big picture becomes clearer, and you are now taking real, tangible steps toward making your incredible visions a reality.

Our review session, much like watching game film, allows you to evaluate your performance. Moving forward you will take away the knowledge you’ve learned and apply it to the next opportunity. We remain in touch with you to review your game plan as frequently as you’d like. Your financial success will be a full team effort and every player’s goal.

Key Areas We Focus on for Success:

  1. Investment Strategies – With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you.  We study the macro trends and developments that shape the investment environment, drive our economy, and ultimately impact portfolio performance to help you get to your goals.

  2. Tax Management - So much of the advice you hear is focused on how much to save and what to invest in. But you should also pay attention to how your savings and investments are taxed, both now and in the future. We team up with your tax advisor to maximize tax-saving opportunities while managing tax liabilities.

  3. Cash Management - It’s not a matter of what you make, but what you keep. Establishing and monitoring a budget is the key to a secure financial foundation. We don’t tell you how to spend your money. We will give you the framework that helps ensure your money goes toward accomplishing your goals.

  4. Risk Management - With financial success, it’s important to protect your loved ones to ensure your legacy lasts. We’re here to help shield and advise you against highly speculative investments, predatory scams, and any other asset-draining influences that come your way. Every year, we’ll provide a comprehensive review of all your insurance policies to help ensure your family and assets are protected.

  5. Estate Planning - You’ve worked hard your whole life to accomplish your goals and provide for your family. Unfortunately, much of your hard work can come undone if you fail to plan for life’s unexpected turns. Fortunately, we’ll help put into place estate planning strategies, helping ensure that what you have spent a lifetime building and saving will be there for generations to come.

To access your NFL Players account please visit: https://nflplayerbenefits.com/

**FINANCIAL REPRESENTATIVES DO NOT GIVE LEGAL OR TAX ADVICE. CONSULT WITH A TAX PROFESSIONAL OR LAWYER ON ADVICE THAT IS SPECIFIC TO YOUR SITUATION.