Our mission is to focus on the unique needs of professional athletes and entertainers. Professional athletes are unique in that they earn nearly all of their lifetime income in the first third of their life, generally earn high income in those years relative to other professions and then a very long time horizon in which to draw upon their savings.

Through many years of experience working with athletes and entertainers, we have developed a process that has proven successful in making wise decisions. These processes help our clients and their families maximize the probability of success.

In order to help our clients navigate a complex financial world, we follow The Pro’s Process™ and develop Our Playbook, which visually highlights the major components of the plan to be developed.