CLIENT STORY
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Our job is to protect and grow—not only a young pro athlete's wealth—but also their confidence, identity, and ability to thrive long after the stadium lights fade.
Coaching a Former NFL Player Into A Successful Next Chapter
Mr. Neil
We were introduced to a young NFL player who had a promising start to his career but found himself without a renewed contract. Despite workouts with several teams, the next opportunity never came. Like many players who aren’t household names, he faced an uncertain and abrupt transition—still hopeful, still working, but without a clear path forward.
This is where our work began—not just as financial advisors, but as partners in building life after football. We started by unwinding a handful of poor investments made during his playing days—a process that took time and patience. Once we cleared the slate, we rebuilt with intention: simplified his investment structure, created liquidity, and aligned his financial life with future opportunities.

More importantly, we worked together to figure out what came next. He had a degree but no direction. We explored industries, conducted mock interviews, built a resume, and developed a financial foundation—how to build credit, evaluate home purchases, and manage cash flow in the absence of game checks. We also leveraged his unique brand and experience to open new doors, while being realistic about the support and structure needed in this next chapter.
This is the approach we take with every athlete we advise. We don’t see them as just players—we see them as young individuals with their whole lives ahead of them. Our job is to protect and grow not only their wealth, but also their confidence, identity, and ability to thrive long after the stadium lights fade.
Private Wealth Services That Support Our Clients' Goals
Financial Planning
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Cash-Flow Planning
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Asset Management
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Career Advisory
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Business Networking
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Tax Advisory
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