KEEPING YOU IN THE FINANCIAL GAME
As a professional athlete, you’ve been warned about over-spending, indulging too heavily in gambling or nightlife, and the high costs of legal trouble or divorce. You probably also know you should stay away from risky investments.
What you don’t hear about is the high cost of health care and long-term care in retirement, the longevity risk of outliving your retirement funds, taxes on your retirement account, and risk of loss from stock market volatility.
DON’T LEAVE IT UP TO CHANCE
You don’t have to lose your hard-earned income. We’ve spent years researching the ways to shelter and protect assets from taxes and other retirement risks.
LIST OF SERVICES
Our philosophy is to assist you in creating financial balance in your life and give you what in our opinion are smart investment options. Money affords you choices, and planning early and wisely can allow your money to grow tax-free. Spend less time worrying and more time living!
- FINANCIAL PLANNING – At every stage of life, we will help you pull together all of your documents and assets, determine your goals, and help you develop an overarching strategy and plan to help you achieve them. We’ll meet with you at least once a year to make sure everything is on track, and make any changes necessary as your family grows and changes.
- TAX-FREE RETIREMENT PLANNING
- WEALTH PRESERVATION
LIFE AFTER SPORTS
As a professional athlete, you are completely different than most people—you start out at the peak of your career-earning potential instead of gradually climbing to it. We have developed a simple plan that allows you to put away approximately 25% of your contract to help ensure that you are protected and solvent after your career ends. Instead of investing in restaurants or other risky opportunities, let us show you alternatives that offer significant guarantees.
DON’T BECOME A STATISTIC
Almost 78% of NFL players and 60% of NBA players go broke within five years of leaving the field, according to Sports Illustrated.