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Athletes & Entertainers

The key to success with our professional athlete and entertainer clients is our attention to client service and commitment to long-term relationships.  We work with each individual and their team of advisors in devising financial strategies that extend well beyond their professional career.  Equally important is our desire to involve our clients throughout in order to empower them in this lifelong process.

Our experienced team is dedicated to providing the following:

  • Tax planning, compliance and consultation - Federal and multi-states.  We have made the tax process simple through the tools and experience developed over the years
  • Monthly accounting services to monitor your cash flow and ensure that you never work again after retiring
  • Bill paying service to track all of your expenses effectively
  • Maintenance and monitoring of your bank accounts
  • Cash flow management including budgets and forecasts

Our network of contacts and affiliations allow us to provide services beyond those listed in order to work with you and your advisors to provide for your complete long-term financial stability and wealth preservation.  We look forward to discussing our services and unique approach in detail with you.