Professional Athletes & Sports Clients

Your Future

As a Professional Athlete, your career could be cut short. We want to be there for you to have the necessary investments in place to fall back on. As an ex-collegiate athlete, Paul has developed a series of goals that can be translated to any athlete in any sport to reach before their playing career is completed. By taking these steps, we can assist you in putting the building blocks in place to maximize the longevity of your hard earned income.

We take the time to sit down with our Athletes and discuss:

• Budget
• Health
• Investment Experience
• Salary and Bonus
• Risk Tolerance
• Wealth Goals & Objectives

We also work with several Sports Agents, Lawyers, and CPA's across the country to advise clients and create a Team of Professionals you can rely on. Let us help you select your All-Star Team of Professionals to be on "YOUR" team!

Your Protection

Everyone needs someone on their side to protect them. Let us be the person to guide you through that process and discuss: 

• Family Needs
  
• Proper Insurance Planning
  
• Estate Planning
  
• Tax Reduction Strategies