Archive for February 5th, 2019
CrossleyShear Wealth Management Launches CSsports
HEATHROW/MERRITT ISLAND, FLORIDA, February 5, 2019 – CrossleyShear Wealth Management (CrossleyShear), one of the nation’s leading financial planning and wealth management practices, announced today the launch of CSsports. As a new division of the CrossleyShear parent brand, CSsports will focus exclusively on the complex financial management needs of athletes, coaches and related occupations in the professional sports industry.
“Expanding our proven expertise and care to the sports marketplace is an organic next step for our company,” stated Evan Shear, Co-Founder of CrossleyShear Wealth Management, Branch Manager and CERTIFIED FINANCIAL PLANNER™ professional – RJFS. “While the benefits of being a professional athlete receive a lot of attention, there are financial complications that can prevent sports professionals from achieving their immediate needs and long-term goals. CSsports is dedicated to simplifying the complexities and carefully planning for every stage of the athlete’s playing career.”
Dale Crossley, JD, Co-Founder of CrossleyShear Wealth Management, Branch Manager and Financial Planner – RJFS, added, “We clearly understand that the financial planning needs of professional athletes and other sports professionals are very different from most – large earnings in a relatively short window. We help them balance their present-day cash needs while carefully managing their financial legacy for their future. Our goal is to provide our clients with confidence that their financial well-being is taken care of so they can remain focused on their performance and playing career.”
CSsports offers access to a comprehensive suite of financial planning and wealth management solutions tailored for the needs of sports professionals. The company’s services include cash flow management, bill paying, investment and asset management services, strategic charitable planning, specialized tax planning and preparation, insurance review and planning, and trust services*. The CSsports team routinely works in collaboration with professional athletes and their representation to ensure seamless and confidential management of earnings, assets and spending.
To learn more about CSsports and the practice’s dedicated financial planning and wealth management solutions for sports professionals, visit cssports.net.
About CSsports | CSsports is a division of CrossleyShear Wealth Management exclusively dedicated to serving the unique needs of sports professionals. Our success is driven by a promise to deliver personalized care and customized solutions for all aspects of our client’s financial life – before, during and after their sports career – ranging from everyday spending advice and retirement planning to managing investments, insurance, college savings and business planning. Visit CSsports.net to learn more about our sport’s professional services and solutions.
About CrossleyShear Wealth Management | Since 1998, CrossleyShear Wealth Management has served as a premier financial planning team dedicated to helping provide clients and families with innovative financial solutions and wealth management strategies. With offices in Heathrow and Merritt Island, Florida, the company’s tailored customer care philosophy and customized planning process helps empower its clients to achieve their financial goals and provide financial independence for those that matter most. For more information about CrossleyShear Wealth Management and its client-centric approach to financial planning, visit CrossleyShear.com.
1515 International Parkway, Suite 2019, Heathrow, FL 32746 | 407.215.7575
2395 N. Courtenay Parkway, Suite 201, Merritt Island, FL 32953 | 321.452.0061
* Trust services offered through Raymond James Trust, N.A., a subsidiary of Raymond James Financial, Inc.
CrossleyShear Wealth Management and CSsports are not registered broker dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing