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  Why ProLegacy?
 
  • Comprehensive - Unlike other advisory firms, PLA offers expertise in all key areas of wealth services: Investment Advisory Services, Tax Planning, Estate and Trust Services, Risk Management and Insurance, Philanthropy, and Expense Management and Financial Reporting. Our Investment Advisory Services include investment analysis, asset allocation, manager selection, asset placement, and plan monitoring.
  • Customized - At PLA, we understand the needs of the professional athlete. We have made the investment to build a business that is tailored to your unique situation while at the same time, offers the support and infrastructure of a large organization.
  • Partners - PLA acts as your advocate in selecting top tier professional service providers. We also monitor performance to ensure they are pursuing your best interests.
  • Objective - We work with your current advisors, independent providers and our own internal specialists as a unified team. Our goal is to build the best possible group of advisors to build your Professional Legacy Plan. You are not locked into any single financial institution's proprietary products or services.
  • Personalized - You have a team who coordinates the delivery of services from a multidisciplinary team of specialists. All of our services are delivered with the highest level of personalized attention.
  • Transparent - PLA is a fee-only based service. All of our fees are clearly detailed in our service level agreement.
  • Accountable - Our Wealth Management platform delivers comprehensive reports that encompass your entire wealth management strategy. You get a clear picture of how every piece of your finances are performing versus your overall plan.
  • Flexible - You have the flexibility to choose our Professional Legacy Plan, or to access specific services to enhance your individual needs.

 

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