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Our Solutions

Tailored services and solutions designed so you can focus on your performance and career. Providing confidence that your day-to-day planning and financial legacy are well planned.

Total Cash Flow Management

Managing your cash flow can be challenging with your busy schedule. We’ll make sure that you know where your money is going by providing you with ongoing reporting so you always have a clear picture of your cash flow.

Bill Paying

We work with partners to coordinate paying your bills so you don’t have to worry about managing mail, writing checks or arranging auto drafts, particularly when you are traveling. Our goal is to manage your day-to-day finances so you are free to focus on the game.

Investment Management

As a professional athlete or coach, you have distinct investment concerns – a condensed career with sizable earnings. We’ll work collaboratively with you to invest your earnings wisely with the goal of preserving your wealth and maintaining your lifestyle when you retire.

Strategic Charitable Planning

You have a unique gift and platform to impact the lives of others. It provides the rewarding opportunity to help a cause you’re passionate about. We’ll help you establish a private foundation or charitable trust as a strategy for managing your wealth and fulfilling a lifelong dream.

Specialized Tax Planning And Preparation

Professional athletes and coaches encounter many complexities when it comes to completing their tax returns. For example, determining your state of residence and how your taxes are allocated can become very complicated. We’ll work with a team of professionals who specialize in preparing tax returns for professional athletes to ensure you’re optimizing your income and tax impacts.

Insurance Review And Planning

With the rewards of being a professional athlete or coach come specific risks and complications. Planning for the unexpected is essential for your long-term financial success after your playing/coaching career. We’ll provide knowledgeable advice to manage and limit your exposure by identifying specific risks and developing strategies to mitigate those risks.

Trust Services

We understand that preserving your legacy and ensuring your loved ones’ well-being is important. We provide the necessary expertise to help you determine the trust services that will best suit the needs of you and your heirs. We have a deep understanding of the complexities related to establishing and managing a trust. We’ll work collaboratively with your team through the fine points of your plan and be accountable for helping you achieve your goals.

Custom Services

You have special needs and demands that often require guidance outside of the typical norm. In addition to the services described above, we’re also committed to remaining by your side to help with a full range of business consulting services designed to meet your unique lifestyle.

Whether you’re in need of assistance with your foundation or more personal matters such as mortgage and housing issues, extenuating family circumstances and crisis management (death of a spouse or injury), our team will provide discreet and personal solutions that allow you to tend to what’s most important to you and your family.

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