WHO ARE YOU?

For professional athletes in many of the major sports, preserving what they’ve earned is often secondary to the dedication they give to their career. This can be a detrimental outlook on their earnings – one that can lead to financial hardship or even bankruptcy.

You’ve worked your entire life to achieve your goals, and you’ve succeeded. Wealth management takes the same determination and planning — working with a professional financial advisor can help prepare you for the next phase of your life.

As Registered Player Financial Advisors with the NFL Players Association, our advisors have seen firsthand the challenges many professional athletes face during and after their earning years in professional sports. The strain on families, the mistakes made early on that can negatively impact the rest of an athlete’s life, and the loss of freedom that comes with not planning for the future.

As a professional athlete, we believe you’ll have greater potential to make the money you earn last a lifetime when you work with an experienced financial advisor who specializes in handling the financial needs of professional and student athletes. Because being a successful athlete demands more than hard work on the field or court, we are ready to help you prepare for the next phase of your life.

Click here to learn more about the many ways in which we work directly with NFL players and other professional athletes.

Did you know that women tend to outlive their male spouses by five years? (WHO, 2016) Women also report that they experience less confidence in their investment knowledge than their male counterparts (The Quarterly Journal of Economics, 2001).

If you find conversations around investing to be daunting, we want to help you gain the confidence in your decision-making and establish your core values when it comes to your financial future. We hope to help you feel prepared for whatever your financial future has in store, and we want to help you unlock your own opportunities that align with your personal goals and objectives. If and when you take charge of your family’s finances, we’ll be there to help.

C-suite, senior executives or top management occupy pivotal roles within organizations. These leaders possess extensive experience and expertise in their respective fields and face unique challenges with respect to their personal finances, despite their own professional expertise. Managing complexities such as stock options, bonuses, and deferred compensation, which require careful planning to optimize tax efficiency, and long-term wealth accumulation. These high-pressure roles many times demand time constraints, making it challenging to
dedicate sufficient attention to personal financial matters. We help clients balance personal financial goals with career demands and potential career transitions.

401k and Pension Plans

Financial advisors can play a pivot role in managing 401k and pension plans by providing tailored guidance and expertise to help individuals and organizations make informed decisions.
The assist in designing personalized investment strategies aligned with retirement goals, considering factors like risk tolerance and time horizon.

You may be in the prime of your career or you may be changing jobs.  Establish financial goals early in life and learn what your family can afford in the future.  

As you transition jobs, you may wonder how to transfer your retirement funds.  Your family might be discussing the possibility of buying a new home or having a baby.  These things require careful financial consideration, as they often come with a new set of expenses.

We're available to meet with you to discuss your financial future, while also helping you plan for unexpected life events that may throw a wrench in your long-term goals.  We want to hear the questions you've always wondered about.

Wondering if you are on track to retire when you want to? 

It is never too late to begin prepping for retirement, and it may be the right time for you to think about paying off your debts. Depending on your situation, you may have a variety of financial concerns that influence when and how you retire. 

We welcome the opportunity to further discuss your retirement planning process, no matter where you are in the planning process. We will help you analyze, evaluate, and alter your plan, as needed, in order to reach your goals for retirement.

Whether you’re in retirement or close, there are likely many things you need to consider. 

At age 65 or older, you’re likely thinking about your health or your family’s health, certain estate planning strategies, or leaving your legacy for the next generation. At the same time, you want to enjoy your life, take a trip, and be with your family more often. Your values during this time impact your decisions, and your decisions will certainly impact your family. Our team can help you start conversations with family members while also making financial decisions that will positively impact your future and your family’s future.

When faced with a major life change, our team will meet you where you are, helping you to clarify your personal goals and educating you on your finances.

For those who are divorced, separated, or widowed, you’ve likely experienced emotional events and major changes that effect your family and your future. At times like these, it’s more important than ever to consider your financial future. 

Our team will work with you to discuss your personal investment planning. We’ll take you through the process of updating your will and any other documentation, and we’ll help re-focus your finances through a new lens, all the while listening to your questions and concerns.

Through Wells Fargo Private Bank, business owners can address concerns such as succession planning, diversifying wealth outside of the business, and improving or establishing a company retirement plan.

We know that you care for your employees and want to create a positive place to work as a business owner. If you plan to transition out of your business or if you need to create a retirement plan for your employees, we can refer you to specialists at Wells Fargo Private Bank who can help you navigate the complexities of managing your business finances. They’ll help you ensure that your personal wealth is well-managed so that your company has the potential to grow.  

<sub>Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.

Wells Fargo Bank, N.A. (‘the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates,
including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.</sub>