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What We Offer

A network of solutions. As your trusted advisor we partner with you to provide personalized wealth solutions, expert guidance, and unwavering support in a client centered, family focused, empathetic, respectful manner and we are committed to meeting the unique needs of your family with exceptional care and professionalism.

Our Solutions

Answer your most important questions

Organize your most important data

Simplify your most important tasks

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We can help provide a personalized wealth solution that’s right for you.

Life Planning

Goal Setting:

  • Assist in defining clear, achievable life goals.
  • Develop short-term and long-term objectives for personal and professional growth.

Career Development:

  • Offer guidance on career choices and advancement opportunities.
  • Provide tools for skill development and continuous learning.

Health and Wellness:

  • Provide strategies for maintaining physical and mental well-being.
  • Offer resources for stress management and work-life balance.

Time Management:

  • Offer techniques for effective time management and productivity.
  • Provide tools for prioritizing tasks and achieving work-life balance.

Personal Development:

  • Offer coaching for personal growth and self-improvement.
  • Provide resources for building confidence and resilience.

Financial Planning

Goal Setting and Financial Planning:

  • Create budgets and financial plans tailored to individual goals.
  • Provide investment strategies for wealth accumulation and preservation

Legacy Planning

Legacy and Retirement Planning:

  • Assist in creating a legacy plan, including wills and trusts.
  • Provide tools for prioritizing tasks and achieving work-life balance.

Insurance & Annuity

Insurance Assessment and Customization:

  • Evaluation of existing insurance coverage.
  • Customized insurance plans based on individual needs.
  • Guidance on life, health, property, and liability insurance options.

Annuity Investment Strategies:

  • Explanation of various annuity types (fixed, variable, indexed).
  • Assessment of suitability based on financial goals and risk tolerance.
  • Strategies for annuity income planning, including lump-sum vs. periodic payments.

Family Matters

Relationship and Family Planning:

  • Provide counseling services for healthy relationships.
  • Offer guidance on family planning, parenting, and fostering positive family dynamics.

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Sports & Entertainment

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Sports Career Development:

  • Guidance on professional sports career paths.
  • Assistance in athlete branding and marketing.
  • Career transition support post-sports.

Entertainment Industry Support:

  • Advice on pursuing careers in acting, music, or other entertainment fields.
  • Industry networking and connection facilitation.
  • Financial planning specific to irregular income streams in entertainment

Fitness & Wellness Coaching:

  • Personalized fitness plans and training schedules.
  • Nutrition guidance for optimal performance.
  • Mental and emotional well-being support for athletes and entertainers.

Performance Enhancement:

  • Coaching for peak performance in sports and artistic endeavors.
  • Mental resilience training and stress management.
  • Workshops on handling performance pressure and public scrutiny.

Event Planning & Management:

  • Support for organizing sports events, concerts, or shows.
  • Marketing and promotional strategies for events.
  • Logistics and coordination for smooth event execution.

Financial Management for Athletes / Entertainers:

  • Tax planning for high-earning athletes and entertainers.
  • Investment strategies tailored for individuals with irregular incomes.
  • Wealth preservation and long-term financial security planning.

Fan Engagement & Social Media Management:

  • Strategies for positive engagement with fans and followers.
  • Social media management and branding to maintain a positive public image.
  • Assistance in using social platforms for social causes and charity work.

Injury Management & Rehabilitation:

  • Access to sports medicine professionals and rehabilitation specialists.
  • Support in navigating insurance and medical procedures.
  • Rehabilitation and career continuation planning after injuries.
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