How frustrating is it to HAVE great wealth building potential through your employer, but not understand HOW it works!
Per a recent survey from the Certified Financial Planner Board of Standards, Inc., four in five (80%) Americans are "at least somewhat concerned about their ability to save". Less than one in four (22%) are confident that their savings habits will allow them to retire. Combine this with studies conducted by the Federal Reserve Board stating that the number one reason individuals save and invest is to fund retirement, we have the makings for several thousands of business executives like you that need a FINANCIAL PLAN and STRATEGY to maximize their wealth potential.
Does this resonate with you?
Our firm understands your PAIN! Employer benefits are often too complex to navigate with the multitude of choices, options and restrictions. Let an expert help you navigate those complexities so you can have time to do what you want to do.
Have an executive compensation plan? Check out this article.
You understand how the importance of maximizing your time, effort and capital translates into profits for your business.
You also understand that becoming a successful brand involves you shaping the way customers perceive and receive your message.
Finally, you probably understand that this leaves little time to focus on YOUR FINANCIAL PLAN, leaving you exposed and vulnerable.
The Financial Playbook is a collection of financial planning strategies I’ve designed to help entrepreneur clients like YOU achieve financial success as they continue to focus on their businesses.
Don’t leave your greatest wealth-building asset—YOU—exposed and vulnerable!
We understand that professional athletes want to... PROTECT, GROW and CREATE!
Protect Your Assets...
Grow Your Assets...
Create More Wealth...
We understand the unique needs (link to our white paper) of professional athletes when it comes to the challenges of career transition. Therefore, we partner with you to provide the necessary resources to help you make better financial decisions.
Click here to receive a comprehensive review of your current situation!
(Each review includes an analysis of your current retirement/financial plan and a financial analysis of any private, non-public deals you currently own.)
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