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Professional Athletes

Professional Athletes

♦ Our focus is to create a lifetime of financial independence from a short-term peak earnings window.

♦ Our customized professional athlete solutions are designed to work seamlessly with your Agent, CPA and Business Manager.Professional Athletes

♦ Our disciplined investment process focuses on managing downside risk to effectively preserve and grow your assets.

♦ Average Professional Career Length: NFL 3.5, NBA 4.8, MLB 5.6, PGA 7.1

♦ Our Customized Athlete Services generally include, but are not limited to: Comprehensive Financial Planning & Wealth Management, Investment Consulting, Income & Estate Tax Planning, Charitable Foundations, Insurance Analysis, Budgeting & Cash Flow Management and Automated Bill-Payment Services.