Athletics
Athletics
Sports professionals face unique financial hurdles throughout their careers, making it essential to have a skilled financial advisor who can tackle these specific issues. Sudden influxes of wealth, diverse income sources, and unpredictable career longevity create layers of complexity in their financial planning and aspirations.
High-Stress Career
Our team offers extensive expertise in crafting financial strategies customized for coaches, athletes, and athletic department staff nationwide. College athletics is a fast-paced, competitive, and ever-changing environment. Your financial well-being shouldn’t add stress to an already intense profession. With our thorough knowledge of institutional retirement plans, compensation structures, and investment strategies, we provide ongoing guidance to manage these critical elements effectively.
Game Planning
We bring specialized insight to help high-net-worth individuals in the sports industry seize opportunities to protect, grow, and transfer their wealth. This is achieved by carefully assessing and implementing a range of strategies involving qualitative planning, trusts, investment options, employee and retirement benefits, cash flow and tax optimization, and estate planning.
Our firm is comprised of a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Retirement Planning Consultant, and, focusing on coaches and athletes,
Corey Akins, a two-time state of Tennessee High School Champion Bowler, grandson of a member of an SEC Championship baseball team, and - to the immense benefit of his clients - a Sports & Entertainment Accredited Wealth Management Advisor.
Together, these professionals bring more than 40 years of industry experience and extensive knowledge of specific retirement systems to help maximize the benefits of these plans while minimizing potential limitations. Our clients appreciate working with someone who is available to meet with them to answer their questions in person or virtually, as well as monitor their ongoing progress.