Menu

What We Do

We help our clients plan and manage their financial lives so they can focus on the non-financial aspects of their lives that are most important to them,

Professional Athletes

Professional athletes have very unique financial needs. Assessing and planning for long-term needs is an especially important step for them. Professional athletes need objective advisors who will partner with them to create comprehensive plans that address both current and post-playing-career financial needs.

undefined

Our specialized services help professional athletes effectively respond to a variety of financial planning decisions and wealth management objectives, including:

  • Budgeting and cash flow analysis
  • Developing asset allocation strategy and investment portfolio
  • Planning for retirement income when playing career ends
  • Providing estate planning advice
  • Consulting on post-career business interests

We have gleaned valuable insights and best practices over the past 25 years acting as a fiduciary and investment advisor to some of the country’s biggest retirement plans that we can apply to your challenges. Our size provides us with access to best-in-class investment managers that we couple with customized planning services delivered by experienced financial advisors. Our conflict-free business model means that our advisors’ interests are aligned with yours. They have no products to sell and are in a position to offer truly objective advice.

From agency and contract issues to retirement planning, our services extend from draft day to retirement and beyond. Our wealth management services strive to help you extend your success beyond the playing field.