Professional Athletes

We work with professional athletes who desire a customized approach to managing their assets conservatively.

Scenario
This client has many professional advisors but feels there is no coordinated focus to managing his investment portfolio. He understands his earning potential has a limited life. He is nervous about losing what he has worked so hard for due to a bad market. He needs to find a conservative investment group where he feels comfortable.

Client’s Objectives

• Protect his assets.
• Accumulate sufficient assets to live after retirement.
• Establish and update his estate plan.
• Contribute to the local community.

Possible Solutions

• Run forecasting models to gauge what is a suitable investment amount that can generate the required annual income.
• Design a long-term, conservative asset accumulation plan. The goal is to create a significant asset base to generate sufficient income during retirement.
• Develop and maintain an open relationship with an estate planning attorney and CPA.*
• Establish a foundation for his trust.