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OUR MISSION

 

Since 2010 our mission has been to empower and guide current and former college athletes towards a financially secure future, leveraging the discipline, dedication, and resilience ingrained through their athletic experiences. We strive to understand the unique financial challenges and opportunities that accompany the transition from collegiate sports to the professional world. Through personalized financial planning, education, and strategic investment management, we aim to assist former college athletes in building a solid financial foundation. Our commitment is to foster a proactive and collaborative partnership, providing the tools and knowledge needed to navigate the complexities of wealth accumulation, preservation, and legacy planning. By aligning financial strategies with individual goals, we aspire to support our clients in achieving lasting financial success beyond the field, empowering them to embrace new opportunities and make informed decisions for a prosperous future."


LEGACY GAME PLAN

LEGACY GAME PLAN


"In the financial arena, building a legacy by design requires strategic financial plays and smart investments, whereas a legacy by default may stem from insufficient financial game planning, allowing external factors to influence one's financial scorecard."


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WEALTH BUILDING GAME PLAN

WEALTH BUILDING GAME PLAN


"Executing a unique game plan to score a financial nest egg and cultivate the essential wealth for the future."


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RETIREMENT INCOME GAME PLAN

RETIREMENT INCOME GAME PLAN


"How to transition from your financial nest egg to a lifetime income playbook, knowing when to metaphorically 'hang up your gloves' in the wealth game."


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SCHEDULE A MEETING WITH A FINANCIAL COACH

SCHEDULE A MEETING WITH A FINANCIAL COACH

Meet with one of our team members at your office, your home, via zoom or one of our offices located in NJ and Manhattan.

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