Similarities between sports and business are undeniably endless, all centered around competition. Benefit from what I have learned as a player, coach, and financial advisor as we collaborate with your attorney and CPA to strive to:

  • Legally slash taxes so you can keep more of what you earn
  • Construct portfolios that include powerful downside protection
  • Create a personal pension with traditional and non-traditional annuities
  • Retitle accounts to retain control from heaven over assets you wish to pass to heirs
  • Focus on getting top dollar from the right buyers when exiting your business
  • Construct wealth-building blueprints tailored to your vision of an ideal life