As the peak earnings window tends to come earlier for athletes and coaches than most other professions, you have a rare opportunity to pursue financial security at a younger age.  A young saver who can forego instant gratification and make sound saving and investing decisions may be amazed at how quickly a nest egg can grow.  There is no replacement to having a great team around you, both on the field and off.  That's where we come in.

Committing to a sound short-term strategy, or developing a long-term financial plan early in the game, can make all the difference for your future.  We have heard countless stories of athletes who have made fortunes and lost it all.  It is about getting started early.

 

What We Do

 

 

Through frequent consultative discussions, we can help you:
  • Develop Budgeting and Saving Strategies
  • Customize Your Asset Allocation
  • Manage League Benefits
  • Implement and Monitor Investment Portfolio Strategies
Through Stifel's broad resources, we also offer:
  • Investment Reporting
  • Retirement Planning Strategies
  • Large Purchases Consulting
  • Comprehensive Long-Term Financial Planning
  • Networking Capabilities

Our commitment is to be your advocate, and our success depends on the achievement of your individual goals.  These priorities never change.