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Professional Athletes

We look at our clients who are professional athletes as business owners. Like small business owners, you come into money and new financial pressures quickly before having the necessary experience and trusted guidance to make the most out of your finances. Fast forward a few years, and without a long-term plan, all or most of that money has dwindled as your athletic career comes to a close.  

When working with athletes, we don’t just coach. We run the plays. We make sure that you know the game inside and out by explaining financial instruments, economics, markets, and products in basic terms so that you truly understand your options.  Simultaneously, we get to know you and what is important to you over the long-term. From there, we provide options and execute strategies to help you meet your end game.