Professional Athlete Services


Today's professional athlete is bombarded with extravagant investment propositions that for the most part are not appropriate for their current needs or are overexposing them to a level of unneeded risk. We help develop a detailed and strategic investment plan designed to map out a professional athlete's finances and help keep you on track to achieve your financial goals.

Investment planning is an important tool for the current professional athlete. Just as it is essential for a professional athlete to train hard with a professional trainer who helps them develop and refine their skill-set in the off-season, training in financial knowledge is equally important. Because just like in professional sports where one play can take you out for a game, season, or end your career as the result of an injury, one misguided hit also has the ability to take you out financially.

We are passionate about working with professional athletes because as a professional athlete, you have an incredible opportunity to get a huge financial head start on your life. We want to make sure you make the most of it and never end up in a situation where a poor investment decision has the ability to compromise your lifestyle, similar to what has happened to a large number of professional athletes in the past.

Through our Envision® planning process, we define a professional athlete's long-term financial goals, create a plan designed to fit the professional athlete's unique needs, and make any adjustments that need to be made along the way. Our goal is to put you in a position to succeed financially long after your playing career is over.

Contact us to discuss how we can create, alter, or review your current investment plan to make sure it lines up with your long-term goals. Just click on the "Contact Us" link at the top of the page or call us at (858) 456-7729 or (800) 556-0015. You can also send a direct email to [email protected]