Client Services

Staying on top of all the moving parts of your financial life can be overwhelming.  Through our Wealth Management System, we provide you access to all of your accounts – banking, investments, credit cards – at any time.  This secure portal combines all of these accounts and provides real-time reporting on your overall financial picture.  

By establishing a defined framework for both in season and offseason spending, we can help you put your money to work the way you want.  Our propriety system, The Cash Flow Manager, helps to define goals and earmark money for the things that matter to you.  We are not in the business of telling you NO, we are in the business of making sure you have all the information you need to make smart choices.

Tax planning for athletes is an incredibly complex process that requires year-round attention.  We work hand-in-hand with your CPA to ensure that we fully understand your situation and design all of our strategies to maximize both what you make and what you keep.

The thought of passing away early is not something any of us care to consider.  The importance of doing so, however, cannot be understated.  Ignoring the manner with which your estate will be passed to the next generation can have disastrous consequences in both financial and family terms.  We can help to ensure that all the things you have worked so many years to earn are protected and transfer to the next generation in a manner that suits your desires.