Pro Athlete Planning

Professional athletes have very unique and complex financial and retirement planning needs. These needs will start as you prepare for Draft Day and will carry on until retirement from the game and beyond. Finding a trusted partner to help you address these needs is very important.

We are dedicated to helping our clients build wealth and protect their hard-earned assets. We are completely independent, so our loyalty belongs exclusively to our clients - not to a parent company.  We do not believe in one size fits all when it comes to helping you pursue your long-term financial goals.  

Our commitment is to understanding you and your family by developing longstanding trusted relationships that will allow us to provide solutions as your needs and desires evolve.  We provide many services as well as quarterback your team of trusted advisors to help you reach your goals.  We are devoted to delivering exceptional service to give you structure and support to your financial life, peace of mind, feeling of security, and freedom from the responsibilities of dealing with the complexities of your finances. Superior services and experience is what you can expect from us for your financial directions. 

More than just an expanse of experience, our skilled and credentialed team have earned some of the highest degrees and certifications in the industry, consisting of attorneys, Certified Public Accountants, Certified Financial Planners, Chartered Financial Consultants, MBAs, and NFLPA registered player financial advisor.  

We can assist with delivering an individually tailored action plan to address specific financial and investment needs.  Our comprehensive and integrated approach to implementing, measuring, monitoring and delivering a financial plan allows you access to our web-based wealth management software to keep you informed of your financial positions in your checking, savings, investment, and retirement accounts at any time or any minute throughout the day.  As you can see below, we not only consider the values of your investment accounts but also coordinate all areas of your financial life including cash flow and budgeting, tax, insurance, estate, legacy, charitable and other financial areas.  Our services can include the following:

 


Financial Planning

 Understanding Personal Objectives and Goals
 Assess your Overall Risk Tolerance
 Prepare Globally Diversified Portfolios
 Develop Tailored Investment Policy Statement based on your Goals
 Quarterly Reviews 
 Establish Relationships for Short Term Borrowing
 Assist with Managing Cash Flows
 Review Beneficiary Designation Forms
 Review Pension Benefits

Tax Advisory Services

 Develop Overall Federal and State Tax Strategies
 Review of Federal, State & Local Income Tax Returns
 Review Tax Payments
 Plan and Implement Multi-State Income Tax Minimization Strategies
 Tax Deferral Strategies
 Coordination of Withholdings, Signing Bonuses, and Salary Payments

Estate Planning

 Explanation of Estate Planning Documents Wills, Trusts, POAs, Living Wills, HIPPA Authorization, etc.
 Review Wills and Trusts Provisions
 Guidance on ownership and titling of assets, both personally and professionally
 Wealth Distribution Strategies
 Trust Planning – Types, Uses, Provisions and Taxation
 Discussion of Beneficiary Designation Forms

Asset Protection

 Evaluate & Review Insurance Coverages
 Identify Risks & Determine Insurance Needs
 Review Athlete Disability Policy
 Assist with Pre-Marital Planning

Charitable Planning

 Philanthropic Planning
 Developing Plan for Charitable Giving and to Maximize Deductions
 Proper Use of Private Family Foundations
 Consider Year-End Tax Deduction Benefits