PROFESSIONAL ATHLETES
It’s not what you make, it’s what you keep.
Your career won’t last forever. We help you turn today’s earnings into long-term financial success, well beyond your playing days. Becoming a pro athlete is the hardest part. Now comes navigating sudden wealth, taxes, investments, insurance, and more. Too many athletes lose it all from bad decisions. As a former pro baseball player, Jason’s mission is to help you avoid the rookie mistakes, make smart investment decisions, and protect your future.
Financial Team
As an athlete, you need a financial team you can trust. This team consists of: attorneys, CPAs, your agent, and a financial advisor who acts as your quarterback, helping guide your entire financial game plan.
Athletes have unique needs: Sudden wealth, bonuses, uneven cash flow, early retirement- not every advisor gets it. Jason and his team do. It’s about more than investments. We take a full-picture approach to your finances, helping you plan smart for now and what’s next.
You work with the best on the field- do the same with your money.
Services
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- We can work with your financial team – lawyer, CPA (accountant), publicists, insurance agent, etc.
- Investment Portfolio Creation
- Tax Planning
- Financial Planning
- Estate Planning
- Charitable Gift Planning
- Review and evaluate any possible business opportunities presented to you
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- Capital Access*
- Budgeting
- Work with you regarding financial assistance to any family members
- Planning related to large purchases
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- Financial planning related to contract evaluation
- Income planning related to any potential contract changes or from other income sources (endorsements/promotional appearances)
- Post-career preparation planning
- Access to client appreciation events with networking opportunities
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- Financial planning related to contract evaluation
- Income planning related to any potential contract changes or from other income sources (endorsements/promotional appearances)
- Post-career preparation planning
- Access to client appreciation events with networking opportunities
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- Home (personal) or gift for family members
- Rental properties
- Debt management planning mortgages, financing options, and credit
- Work with you on any possible estate planning issues; financial assistance to any family members
Raymond James and its advisors do not provide advice on tax, legal, or mortgage issues. These matters should be discussed with the appropriate professional.
* Banking and Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.
**Raymond James Financial Services and your Raymond James Financial Advisors do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be referred to a qualified Raymond James Bank employee for your residential mortgage lending needs.
Raymond James & Associates, Inc., member New York Stock Exchange / SIPC
