You've got big plans for how you want to live your life, but it's possible the decisions you're making with money don't line up with all those plans. Retirement? That's important, sure, but there's also a lot to take care of in the meantime. We help families live the life they want by organizing and coordinating everything that happens with their money. Cash flow, where to accumulate wealth, how you invest, how to structure debt, how to buy insurance, how to eliminate lost opportunity costs, how to increase the velocity of your money - your Personal CFO is the quarterback for it all.
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As a retired 8 year NFL veteran I have made it my personal mission to see that professional athletes and like-minded individuals do everything they can to secure their financial future.
I want to make sure that all my clients are informed and made knowledgeable about their financial backgrounds and agendas. I believe that knowledge is power. The more you know about your finances and how they work, the better we can make sure your financial life is in order.