Athletes & Coaches

We enjoy working with and educating athletes and coaches at all levels. We understand that your needs are unique, and we specialize in helping you make successful transitions from your pre-professional to professional, and post-professional lives using a holistic approach and focusing on each person’s individual personal and professional needs. This includes financial planning and helping make the transition back into life “after the lights” go more smoothly.

Family & Life Changes

Big changes can happen in your life at any time, so you have to think carefully about financial decisions that may affect your future. Whether your family is growing or you’re trying to limit the impact of a transition on your loved ones, remember your long-term goals. You may be considering important life events like college or marriage; you may be put in a position of caring for the people who supported you throughout your life; or you may be negotiating a settlement to divide your combined assets—no matter what the situation, you’ve got a lot to think about. Planning now could help make the difference between just getting by and living comfortably down the road.

Here are some options to consider:

  • 529 College Savings
  • Disability Income Insurance
  • Individual Retirement Account (IRA)
  • Life Insurance
  • Mutual Funds
  • Trust Services

Our “What’s Next?” Program

Whether you’re a 25-year-old athlete or a 45-year-old athlete that is transitioning into life after the lights the uncertainty of “what’s next” can cause lots of anxiety. Our team focuses on walking that path with you to help you segue into your next phase of life. We have goals discovery meetings and prepare a plan to help you create a short-term and long-term vision of the direction you see your life going and how you can continue to make a positive impact on this world.

Trust Services

A trust is a fiduciary arrangement through which the trustee manages assets for the benefit of third parties. A trust is commonly used to transfer wealth to heirs or to favored charitable organizations. Insurance products, such as life insurance policies, annuity contracts and disability policies, may be used to fund trusts in appropriate circumstances.

Trusts are very flexible and may be drafted to meet the specific intent of the individuals creating the trust and customized to meet the specific needs of trust beneficiaries. You can use trusts as a key element in a comprehensive estate and wealth transfer plan, or to otherwise direct how your legacy will be managed and distributed after your death.

Advanced estate planning and trust services require specific knowledge typically not provided by many financial advisors. Using trust services means collaborating with a third party that has your best interests in mind while the trust is set up through an attorney. Trust services include:

  • Investment management & prudent diversification of account assets;
  • Periodic statements, annual tax reporting and investment reporting; cash management, safe custody and prompt distribution of assets;
  • Processing of capital changes such as stock dividends, splits, exchanges and tenders;
  • Bill paying, automated deposits and disbursements (ACH and wire);
  • Income collection and allocation

Traditionally, advisors had to refer clients to other providers. The person appointed as your trustee should have the knowledge and capability necessary to administer sometimes complex arrangements and to meet the fiduciary duties and responsibilities that are imposed under trust law. If properly drafted by an attorney and administered by the trustee, a trust can ensure that trust assets are managed and distributed after your death as you had desired.

CRN201903-208966