Professional Athletes
I get it! You have a long list of personal obligations, responsibilities, and commitments. While retirement planning isn’t always going to be at the top of your list, by working together we can make sure that it stays on the list!
Time and time again we hear and see statistics that over half of retired NFL and NBA players end up with financial hardship. Thus, leaving most under prepared, which may cause some nervousness or anxiety as you transition into retirement.
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Scope of Outsourcing
Scope of Outsourcing Service
I take into consideration that retirement is a journey and not a destination. Some of the areas I help clients include:
Insurance Planning
Cash Flow Management
Cash Flow Management
Disability Income Protection
Efficient Long Term Retirement Planning
Estate strategies to avoid probate and transfer your assets in a tax efficient manner.*
Whether you’re just getting started with your financial planning or you’ve been at it for a while, I specialize in meeting clients where they are and helping them get to where they would like to be.
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