PROFESSIONAL ATHLETES
Becoming a professional athlete is both exciting and life changing. While you may be a high-income earner, we understand the longevity of your athletic career may be short lived. You are presented with a specific window of opportunity in a lucrative profession to earn high revenues for your retirement. Having a customized wealth management strategy is crucial for creating a comfortable foundation for you and your family, now and in the future.
With more than 30 years of experience, the Belleair Private Wealth Management Group is a dedicated team of professionals who understand the complex financial needs of professional athletes. We will work together with you, in collaboration with your agent and attorney, to map out a comprehensive financial plan designed to provide income throughout your life, prepare you for your post-career life, and pursue goals such as buying a home or financially helping your family members. In addition to financial planning, we can help you with other important matters such as insurance needs, budgeting and cash flow management, bill paying and risk management. We can also help evaluate business opportunities presented to you and manage income you receive from endorsements or promotional appearances.
Ultimately, we strive to make sure your personal assets and retirement planning is well taken care of while you focus on your professional athletic career. We will be there with you and your family every step of the way, from the time you sign your first contract to when you transition to retirement. We think that exceptional athletes deserve exceptional service and that’s what we deliver to our clients.
SERVICES INCLUDE
- Risk Management and Insurance
- Cash Flow Analysis
- Debt Management Strategies
- Purchase or Sale of Securities
- Investment Advice and Education
- Tax Considerations
- Financial and Retirement Planning
- Banking and Lending Solutions
- Estate, Legacy and Charitable Planning
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.