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Professional Athletes

Comprehensive wealth planning, risk
management, and investments tailored to
your risk profile and goals.

How we can help.

We help professional athletes by taking an approach to their finances that extend
from draft day to retirement and beyond.

 

Professional athletes have very unique financial needs. Planning for long-term needs is an especially important step.

Our specialized services help professional athletes address a variety of financial planning decisions, including budgeting, asset allocation, retirement planning, estate planning, and consulting on post-career business interests.

 

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Account
Aggregation

Secure online tools to allow clients to view their complete financial picture in a single place.

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Cash Flow Planning &
Projection

Modeling and analysis of income, expenses, and savings to determine likelihood of achieving short- and long-term financial goals. 

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Charitable Gift
Planning

Helping clients fulfill their charitable intentions through gifting strategies during their lives or upon death.

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Education, Estate &
Legacy Planning

Saving, investment, and wealth planning strategies intended to help clients address their other important life goals.

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Insurance
Planning

Evaluation of risks and potential insurance needs and development of strategies to address them.

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Performance
Reporting

Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes.

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Portfolio Construction &
Management

Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives.

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Retirement
Planning

Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.