our athletes:
College Athletes:
Name, Image, and Likeness (N.I.L.) has opened the door for many college athletes to monetize their hard work and dedication to their specific sport. But for many 18–22-year-olds, the idea of investing, saving, paying taxes, and appropriately spending is foreign. It is why we believe educating the next generation of athletes is so crucial to their long-term success.
From National Signing Day to the Transfer Portal to the Draft, we partner with our athletes throughout the journey, focusing on education and building good money habits.
Active Professional Athletes:
You have made it to the big leagues; signed your first contract, made it through your first minicamp, played your first NFL down. But how long can you expect your career to last?
For Professional Football Athletes, the average career lasts 3+ years. Are you prepared to maximize your career financially?
Retired Athletes:
Pro Athletes pursue two careers; their playing career and their career after they have retired. For many, this transition can be challenging, especially from an income and future compensation perspective.
Many athletes ask "how can I leverage my professional career into my next career or business venture?" Let us make a plan before your playing career ends and discuss how we can maximize your league benefits in the process.
our process:
Education:
How do I maximize my league benefits? Am I saving Enough? Spending too Much? How am I taxed? What happens if I get injured? What happens after my Pro Career Ends?
These are some of the frequent questions are athletes ask. As the saying goes, “knowledge is power” and our goal in the financial planning process is to empower our athletes with the necessary knowledge to feel comfortable and confident in their professional journey.
_______________
Preparation:
During our Discovery process, it is our role as a fiduciary to identify and determine your unique goals as a part of the planning. For some athletes, it is taking care of specific family members, supporting local charities and communities, and insuring they have a conscious spending and savings plan established. For all our athletes, it is determining what is most important to them when it comes to short- and long-term investing while protecting their greatest asset; their ability to earn an income through their respective league sport.
______________
Implementation:
Once we have established an Athlete’s unique goals, we leverage our interactive financial planning software tools to show how these goals can be funded accordingly and where our Athletes can lean on our expertise to make strategic shifts in the plan when necessary.
Have we "maxed out" your club's group benefits? Do we have a savings account established for future income tax payments? Have a protected myself financially from any potential injury?
______________
Communication:
As your career evolves, so will your goals. Our team will be here every step of the way. Thinking about buying a new vehicle? Interested in investing in your own business? Are you considering starting a family? These are just a few of the major financial decisions that you can leverage our team’s knowledge, resources, and service to help you make these decisions with the confidence and knowledge that you deserve.
Much like our athletes, we are a part of team, and we pride ourselves on ensuring our athletes feels a part of ours.