College & Professional Athletes
College & Professional Athletes
Before money moves, structure matters. NIL income is 1099 income, which means nothing is withheld automatically. The tax bill arrives later, and it's larger than most athletes expect.
We played in a different era, before NIL changed the landscape, but we understand the arc of an athletic career from the inside: the compressed timeline, the tunnel vision of competition, and what it feels like when significant income arrives before you have any framework for what to do with it. This isn't general wealth management with athletes added to the site. It's purpose-built for the athlete's financial lifecycle.
We coordinate the full team as a single unit: financial advisor, CPA, attorney, and insurance specialist, all working from the same plan rather than separately. Tax planning is embedded in the advisory relationship year-round, not discovered in April. And we plan all three phases of an athlete's financial life from the first conversation: Foundation (install the system), Peak (maximize and protect), and Impact (post-career, convert assets to permanent income). Each phase is anticipated so no transition is reactive.