Unlike other advisors, we serve professional athletes exclusively. We understand the unique financial challenges, risks and uncertainties that a professional athlete faces each day of his or her professional career. We have found that traditional financial planning and management models do not offer a complete solution that fits the particular needs of the professional athlete. What we offer is a comprehensive Professional Legacy Plan that we customize to meet the needs of the professional athlete, taking into account the unique challenges, risks and uncertainties that a professional athlete faces.
In developing each Professional Legacy Plan, our primary goals are two-fold: (1) to ensure that you and your family maximize your opportunities for financial security beyond your career as an athlete and (2) to help you create legacy for the benefit of your family's future generations.
When you become our client, our Advisory Team will work closely with you and your family to develop, implement and monitor a customized Professional Legacy Plan. Each Professional Legacy Plan is reviewed by our Executive Board.
To ensure the effective implementation of your Professional Legacy Plan, we offer a variety of support services. Because we customize each Professional Legacy Plan to fit your particular needs, the support services will vary from client to client. The following are the services we offer to support implementation of your Professional Legacy Plan:
- Budget development and implementation
- Bill Paying Services
- Tax Planning and Preparation Services
- Credit Counseling
- Estate and Trust Services
- Risk Management and Insurance
- Investment Advisory Services