As a professional athlete, we know you have many opportunities and challenges when it comes to your financial planning that others don’t. You’re a high income earner, but unlike other professions, your wealth comes in waves, ebbing and flowing depending on the time of year and other factors not in your control. Having a trusted partner by your side who’s looking out for your best interests is important to ensure that you can live the life you want now and long into the future. We’ll give you the tools and resources needed so you can have confidence in your financial decisions. Some of the key services we provide are below.
Asset Protection
There are numerous financial strategies and retirement income strategies that can help you accumulate assets for the future, protect your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.
Charitable Planning
Charitable planning allows you to support the organizations and causes that matter to you, while often providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving strategy that is in alignment with your personal and philanthropic goals. Please seek tax advice from your own tax advisors.
Estate Planning
A well-engineered estate conservation plan can help minimize tax liability and ensure that loved ones are protected. We will work with you and your advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your family’s needs. We do not provide tax advice. Please consult with your own advisors for tax advice.
Disability and Extended Care Needs
To execute a sound retirement strategy, asset and income protection are a must. Designing a plan that encompasses managing costs for extended periods of care and disability insurance can help create the necessary balance in a portfolio to ensure stability and protection of assets.
