It’s an unfortunate fact that many professional athletes will eventually find themselves unable to sustain their lifestyle due to poor budgeting and outlandish spending. That’s no opinion; the fact is that 78% of NFL players, 60% of NBA players and a large percentage of MLB players file for bankruptcy within the first five years of retirement – statistics you simply cannot ignore. Thankfully, it doesn’t matter if you’re in your rookie year or are already a seasoned professional. We are here to provide a transparent and prudent approach to managing your wealth to help ensure you don’t become one of these statistics. Utilizing more than a century of combined experience; we achieve this by helping simplify the demands of a high profile lifestyle. This ensures our clients have the freedom to focus on what really matters – their incredible talents. We act as a financial coach to generate and implement a financial plan that can begin before draft day and follow through for generations to come.
Global provides a suite of award-winning, advanced web-based wealth-planning tools that offer an aggregated, comprehensive view of your financial portfolio. The features and functions will enable our team to provide more complete planning to better serve your needs.
Continuous access to your portfolio through your personal financial homepage allows you to monitor and analyze your finances. You can view balances, set account alerts, and run scenarios while communicating directly with your advisor. Invest more confidently, save more efficiently, diversify more assertively – with our software, you have the empowerment over your finances.
Our value secures your personal data and financial documents using multi-layered internet security technology with the latest intrusion prevention technology. The site is non-transactional and is only accessible with an individual’s unique user ID and password. With advanced firewalls, encryptions, audits, and inspections – this software continuously scrutinizes and upgrades to protect your financial information.
With remote access to your personal financial web page, your accounts are continually available and updated daily. Proactively manage your assets by communication with us while we both view your portfolio. You save time with client-advisor access and enhance results with interactive tools and unlimited scenarios.
Our team provides personalized financial planning solutions that take into account all aspects of your financial life and offer guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future. We are committed to transparency and building and enduring partnerships with our clients based on mutual trust, shared values and sound financial strategies.
> Cash Flow Management
> Investment Management
> Tax Planning & Preparation
> Risk Management
> Estate Planning
> Lifestyle Planning
That’s why establishing and actively monitoring an effective budget is the key to a solid foundation for your finances. We instill systems and procedures, which can empower you to steward and manage your cash flow. We believe in creating a flexible framework that will ensure your money is helping to accomplish your goals, rather than impairing them.
> Bill Pay Services
> Budgeting & Cash Flow Analysis
> Cash Flow Projections
> Monthly Income & Expense Summaries
That’s why we believe a better wealth experience requires a consistent investment approach based on financial science that’s grounded in real-world results. We don’t follow fads or relegate our clients’ futures to guesswork and speculation. Whether it’s your rookie year or you’re already a seasoned veteran, our team of experts can help you build the right portfolio for your investment needs. To do this, we closely study the events that shape your life and make decisions based on your unique goals.
> Asset Class Investing
> Control Risk
> Global Diversification
> Keep Costs Low
> Minimize Taxes
> Rebalance Periodically
Our services emphasize a proactive tax analysis with a focus on year-round consideration. We have a deep understanding of the various complexities that professional athletes may face when it comes to their tax returns. Whether it is filing returns in multiple states or taking advantage of every allowable deduction that you are entitled to, we have a team of experts who specialize in preparing tax returns for professional athletes.
> Business Tax Returns
> Estate, Gift & Trust Tax Returns
> Income Tax Planning & Compliance
> Individual Tax Returns
> Payroll & Payroll Tax Services
> Tax Notice Response Assistance
It’s no secret that the world wants a piece of what you have and there are certainly those out there who will try to take it. Our role is to help protect you from such situations and to make sure you have the proper coverage in place to avoid a catastrophic financial event.
> Commercial Risk
> Life, Health & Disability
> Management Liability
> Personal Risk
Unfortunately, all of that hard work can come undone in an instant if you fail to plan for life’s curveballs. It’s understandable why many people prefer not to focus on their own mortality, while others simply do not believe that it’s a necessity. However, in either case, leaving it to chance is the biggest mistake you could make. That’s why we’re here to help put into place a strategy that ensures the estate you have built throughout your career will be there to provide for generations to come.
> Asset Protection Plans
> Health Care Directives
> Living Trusts
> Special Needs Planning
> Trust Administration
We pride ourselves in being your full-service team handling many specialized requests, including:
> Business Consulting
> Foundation Logistics
> Mortgage and Housing Issues
> Private vs. Commercial Air Travel
> Extenuating Family Circumstances
> Crisis Management