Our approach in wealth management is holistic, this comes from the vision that someone's financial needs or goals are not based on one investment or one strategy. We do not have a cookie cutter investment plan for our clients. With professional athletes, the peak earning years are shorter and the time needed to live off those funds are longer. This requires a game plan, many hours of studies, and a dynamic overlay. Instead, we will work with each professional and your families to understand the current circumstances and long-term goals. We then craft a customized game plan tailored to your specific needs. The details of these plans can be very extensive so we have a structured team big enough to implement some of the plans out of our in house stadium. Our plan is to help you stay in control of your financial life through your playing years while planning for the decades beyond.
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