Professional Athletes

Our core philosophy and planning approach, combined with our athletic backgrounds allows us to address primary issues head on.  Statistics involving the financial well-being of athletes post career are dismal, and the financial issues can lead to a growing number of other personal problems.

To avoid negative post career financial issues we ask our athlete clients to work with us in developing a plan for post career cash flow.  Simply put, if cash flow at retirement is provided, problems can be averted.

Proper budgeting, and investing allows us to build plans, identify sources of income, and income levels.  Clearly, levels of cash flow and the length of time provided is dependent upon annual amounts invested, and years played; but from day one, a worst case scenario plan can be put in place.

This plan can be the resource that provides a short term cushion while you transition out of sports as an athlete, or potentially provide long term support if you are fortunate enough to play under multiple contracts.

Working with us instills financial discipline and a plan, all athletes understand combining these components will result in an improved chance of success. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck