Real guidance, real protection, real people in your corner

Structure — If you have an NIL contract, surprise! You’re a business owner! We will teach you to think and act like one before it’s too late. We can coordinate legal and tax resources to help create the right business structure.

Investing — There’s a lot of opinions out there on where and how people should invest their money. With over 40 years of investment experience, we will create a personalized strategy with recommendations based on the legacy you’re working to build.

Taxes — We handle the heavy lifting, helping position you to potentially reduce your tax burden while working to minimize unexpected outcomes.

Budgeting — sounds simple, but this is where most people make mistakes. We help our Athletes find balance between saving and spending and set up automated systems to remove buyer’s remorse.

Gatekeeping — We act as gatekeepers to protect our players from opportunists and bad deals. We have no problem being your shield when it comes to asking you to invest in the latest get-rich-quick scheme.

Education — We will never talk at you. We believe understanding the “why” is important and empowering. We also recognize that everyone learns differently, so not only do we educate as we plan, but we put together videos and quick reads for future reference.

Ongoing Partnership —Your life is going to look drastically different in 5 years. 10 years. 30 years. How we save and what we are saving for are going to change and we are with you through it all.