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WE FOCUS ON YOUR UNIQUE SITUATION AND DEVELOPING A PLAN TO REACH YOUR GOALS

WHO WE SERVE

ATHLETES & ENTERTAINERS

We understand you have specific career situations:

  • You are in a competitive marketplace
  • You earn a large amount of income during a relatively short amount of time
  • You may be traded or work on-location in many different cities
  • You may have business opportunities regularly and may not know how to approach these

Unlike many advisors who tend to overlook risk management strategies that help protect your income, we are highly sensitive to this area of planning and have developed an efficient and holistic planning service around it. We are committed to helping the successful athletes and entertainers we work with find what works for their unique situation.