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NFL Players

We tailor our services based on where you are in your career as an NFL Player.

All players receive our Family Office Services, including investment management.

Family Office Services

The Challenge

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YOU want to be the best you can on the field

YOU want to build a brand that has value

YOU want to build the life of your dreams

YOU want to control your own destiny

YOU can achieve all of these

I can help you with the SOLUTION

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The Opportunity

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FINANCIAL FREEDOM

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NFL ROOKIE

I have never made this much money in my life, what do I do with it?

How much should I spend?

How do I invest my money?


Taxes, I hear the government takes a lot, can I change that?

I know careers are short, how do I protect myself against that?

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NFL VETERAN

I just signed my 2nd contract, how do I protect this much money?

I would like to build my dream home, how do I do that?


I want to invest in private businesses, how do I evaluate them?

My income taxes are dramatically higher, what can I do to reduce them?

I have heard about estate taxes, what are they and do I need to worry?

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RETIRED

I have just left the only job I have known, what do I do now?

Do I have enough money to never work again and take care of my family?

I would like to start a business of my own, where do I start?

I would like to be more involved with my charitable work, what is the best route?

Speaking engagements, should I do them?

Money Basics

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We start with asking you about your money goals are.  This is where it all starts, and most players have never been asked this question.

 

I will review the fundamentals of money - income, expenses, budgeting, debt, fees for services you hire and others.

Taxes

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You will learn about the one thing you can’t avoid - TAXES. Taxes are the biggest recurring expense you will pay.

 

This isn’t the boring how do taxes work, this is all about how to minimize the taxes paid so you can keep more of your money.

1st Contract Strategy

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No matter which round of the draft you are picked in, or not at all, your 1st contract can change your life, if you choose to maximize it.

We design a plan for your 1st contract that builds a solid financial base - money in the "bank" - for you to push for a larger 2nd contract.

Making an Impact

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You have just entered the league and you hear about everyone's charity foundations and want to know how you can start one.

We help you develop the right initiative with the right structure for the mission you are most passionate about.  Once established, we help you run the organization.

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Taxes

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At this stage of your career you are brutally familiar with taxes. When you sign your first big contract the tax bill can be overwhelming.

 

We will develop a plan using strategies the wealthiest 1% use to reduce the amount of taxes you pay.

Estate Planning

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As an NFL Veteran in today's game, you have likely made over $20M in your playing career.

This means the value of all of your assets (your estate) is likely greater than the estate tax exemption (40% tax on any amount above this).  We will design a plan that helps you reduce or entirely eliminate estate taxes for your family.

Investments & Businesses

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At the level of wealth you have obtained as an NFL veteran, you are investing in traditional investments (stocks, bonds, ETFs, mutual funds) but you are also investing in private businesses.

We are uniquely equipped to advice you on both the traditional investments and your business investments.

Legacy & Impact

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If you haven't already started a foundation, you are likely considering one at this point in your career.  We help you develop the initiative, design the structure and run the organization.

If you already have a foundation, we will help you run the organization and ensure it can achieve your mission for generations to come.

Post NFL Career

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Retiring from the NFL is one of the hardest transitions a person has to make.  We are able to help you make that transition to your next career.

We work with you to evaluate the business opportunities you have after retiring.  This includes businesses you have invested in or would like to start.

Tax & Estate Planning

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Your income tax and estate tax situation changes dramatically when you retire from the NFL.  The biggest change is you gain significant control over your taxes, if you know how to plan properly.

We help you take advantage of the control you gain by implementing strategies around things like marriage, kids, starting businesses and more.

Investments & Income

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One of the biggest changes with retiring from the NFL can be the dramatic change of income.  We can help you navigate this change.

We will develop an income plan based on your investments, business income and post-NFL career opportunities.

Family Education & Legacy

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Your NFL career has provided you the opportunity to build generational wealth.  The way to secure that wealth is to arm the next generations with the education necessary to handle the wealth.

We spend time with all members of the family to build a customized education and transition plan.

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(214) 507-0326

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We look forward to working with you and your family!
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