ATHLETES
PURPOSEFUL PLANNING FOR YOUR FUTURE

This objectivity safeguards that we will always view planning and investment strategies solely in the well-being of your overall financial picture.

Athletes

This objectivity safeguards that we will always view planning and investment strategies solely in the well-being of your overall financial picture.

Every sports and entertainment profession is unique with its own characteristics, earnings profile, and variable career span. You require a Financial Advisor who knows the industry and how money flows from your work to your wallet. We understand the total financial picture and craft creative financial strategies that account for the unique challenges and dynamics of our clients’ careers. Tailored to fit the unique needs of the professional athlete through every stage of your life—from draft day until long after you retire.

As your personal CFO, we provide a comprehensive financial review of what is working and what can be improved. We look for oversights things that could wreak havoc on our professional athlete’s financial lives overnight and find individualized solutions. Although many people dream of playing sports professionally, it can feel like a nightmare when you’re confused about what to do next after signing a major sports contract. You need a financial advisor who has your best interest. We will help safeguard your income and help you deal with the financial life cycle professional athletes face. Professional athletes have unique legal, tax, and financial needs. Uncertain and volatile cash-flow is common.

We develop a financial plan for professional athletes to help smooth the ups and downs of income and make sure taxes are covered and enough is being saved for the future. Simply put, we act in our clients’ best interests at all times. Our goal is your goal, and that allows us to provide specific investment and/or financial planning recommendations without any exclusive affiliations to sway our focus from keeping your interests and needs first. This objectivity safeguards that we will always view planning and investment strategies solely in the well-being of your overall financial picture.

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Below is a short list of the services we provide to athletes that help make them financially sound during their career and long after their retirement:

Budgeting
Tax Planning Strategies
Large Purchase Consulting
Retirement Planning
Investment Advisory
Asset and Wealth Management
Estate Planning Strategies
Insurance and Protection Solutions

Our focus is simple: what is right for you

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