We'll sit with you to figure out how much money you need for retirement or financial independence.  And then we'll manage the plan to get you there.

When the last day of work arrives, we'll switch to managing your next egg by Guardrails.

Professional Athletes require specialized financial expertise.  They can make a lot of money, but only for short periods of time, averaging less than 6 years*.  We will sit together to design a plan to invest effectively and efficiently.  And in a way that will continue to fund your life’s goals after your sports career.  

*Source: https://bleacherreport.com/articles/1109952-nfl-mlb-nhl-mls-nba-which-leagues-and-players-make-the-most-money

If your time is important to you, you’ve come to the right place.  We not only take care of your finances, we also coordinate activities involving your other trusted professionals, like your accountant and your attorney.

We provide extra guidance and expertise on stock options and grants.