Our comprehensive solution for financial longevity stems from 3 main principles Planning, Empowerment, and Tools. With planning we develop strategies and solutions that are custom fit to clients personal objectives. By having multi-phase plan consulting we have the ability to update financial goals as they evolve through time. Providing quarterly meetings and monthly statements help ensure we are on track with our plan. We empower our clients by educating them on tools that will improve their financial savvy. Ultimately giving our clients a stronger financial literacy and empowering them for their future beyond professional sports. Tools are going to give us the advantage to establish financial longevity. The tools we use include knowledgeable investment advice; prime insurance consulting; quickbooks online - accounting management; proper tax preparation; precise annual budgeting.