Personalized Advice For Portfolio Size of 100k And Above
FINRA/SEC Registered AdvisorsPersonalized Advice For Portfolio Size of 100k And Above
Financial Advisors for Professional Athletes - Secure Your Future While You're Young
Professional athletes have singular needs when it comes to legal, tax, and financial matters. To secure their financial future, athletes need an investment strategy that can help them navigate the ups and downs in their income, making sure their taxes are covered, while also ensuring that they have a diversified financial portfolio in place for the long-term.
A financial advisor for professional athletes helps ensure that they may have the right investments in place to maximize their present earnings and provide financial security for their latter years. By financially planning for the future, athletes can protect and grow their earnings, invest in favorable high-return assets, design an estate plan as per their needs, etc., while keeping in mind their family dynamics and charitable wishes. At the same time, they may also undertake income replacement and disability coverage to protect their assets and health.
A financial advisor can also recommend suitable options to create wealth through investment
management and asset allocation strategies that are customized to each professional athlete’s personal
financial needs and requirements.
List of Qualified Financial Advisors for Athletes
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 13 Years | Not Specified | $250,000 | Fee-Based | |
| 18 Years | Not Specified | $250,000 | Fee-Based |
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?
The diverse clientele that Erich has served over the years has allowed him to recognize that there is not a standardized approach when it comes to crafting the right financial plan or investment allocation for clients and their families. This is why Erich believes in holistic financial planning in order to develop a plan and investment strategy that meets the client's needs. Truly passionate about this approach, Erich also conducts retirement income planning seminars on how to accumulate and align assets with one's retirement goals.
Erich is a sports enthusiast having played team sports all his life and enjoys staying active by acquiring new hobbies. He and his wife, Kelly, have two young children.
My firm's comprehensive wealth management service is a refined process that helps to define and clarify the financial landscape for the clients we serve. Together, we help you and your family work towards your financial goals.
What - Provide clients with sound advice regarding every aspect of their financial lives.
How - I utilize our proprietary Legacy Program method to design a customized wealth management plan.
Why - I believe comprehensive financial planning is the foundation of achieving your desired lifestyle.
Specialties: Retirement Planning, Investments, Estate Planning, Business Development, Executive Compensation, Risk Management.
WiserAdvisor Reviews
Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
