TACTICAL GUIDANCE FOR PROFESSIONAL ATHLETES
Your career is one marked by discipline and ambition. As a professional athlete, you understand the impact a great coach can make. The same principle applies when looking for an advisor to help guide you through the important financial decisions in life.
We understand your profession is unlike most. Exciting career highs, sudden wealth, navigating large contracts, risk of injury, retiring young – all present a unique set of challenges. Our aim is to mirror your drive for success by helping to ensure nothing derails your momentum, now or in the future.
We combine our extensive capabilities with a deep familiarity of your profession to deliver comprehensive guidance. With you at the center of our focus, we’ll help guide you in the pursuit of your goals – from buying a home to helping your family members financially. We can also help you assess business opportunities and manage the income earned from endorsements or professional appearances.
Above all, as your partner, we're here to provide clear, visual explanations and help you create a financial plan that’s designed to preserve your wealth throughout and after your career as a pro athlete.
As you rise to the top of your game, we’re committed to delivering a level of personal financial guidance that empowers you to enjoy your hard-earned wealth today while laying a solid foundation for your future successes on and off the field.
How we work with you
We serve as your personal advisor for all your financial affairs, and we’re committed fully to coordinating with the other trusted professionals in your life, including your agent, business manager, attorneys and accountants.
OUR SERVICES INCLUDE
- Post-career and retirement planning
- Managing significant wealth
- Investment strategies and decision-making
- Cash flow and budgeting
- Banking and lending solutions*
- Tax planning and optimization
- Risk management
- Long-term wealth planning
- Estate and charitable giving
- Trust services**
- Wealth transfer and legacy planning
- Succession planning
- Insurance and annuities***
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
*Banking and lending solutions provided by Raymond James Bank, member FDIC . Raymond James & Associates, Inc., and Raymond James Financial Services, Inc., are affiliated with Raymond James Bank, a Florida-chartered bank.
**Trust services provided by Raymond James Trust N.A. Raymond James Trust N.A. is affiliated with Raymond James & Associates, Inc., and Raymond James Financial Services, Inc.
***Insurance products offered through Raymond James Insurance Group, an affiliate of Raymond James & Associates, Inc. and Raymond James Financial Services, Inc.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.
