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In serving you, we approach each matter you entrust to us in a careful, thoughtful and cost-efficient manner. In serving you, we place the highest value on honesty, respect and loyalty. In serving you, we strive for a partnership based on open communication and personal trust. In serving you, we build a team which collaborates, strategizes and articulates solutions that are responsive to your needs. Our approach is simple - We Serve You.

We offer three pillars of services, Financial Management, Purchasing Services and Career Management Services.
   
  Financial Management
 

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
  Purchasing Services
 

You work hard for your money, and you and your family should enjoy the fruits of your labor. We, however, understand that your busy schedule often does not afford you the time to investigate and shop effectively for major purchases such as homes, vehicles, exotic vacations and other items. To ease your burden and to ensure you are given the best value for your hard earned money, we offer a range of Purchasing Services. The following are our specific Purchasing Services:

  • Vehicle Purchasing Services
  • House Purchasing Services
  • Relocation Services
  • Travel Services
  Career Management Services
 

We are currently in the process of developing our Career Management Services. We anticipate a grand opening of our Career Management Services by the Fall of 2008. Included in our Career Management Services will be:

  • Contract Negotiation
  • Nutrition Counseling
  • Marketing and Licensing
  • Transition Planning
  • Specialty Insurance
   

 

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