FINANCIAL game plan
FINANCIAL game plan
LIVE WITH PURPOSE
At Pro Athlete Wealth, we redefine financial planning for athletes, making it a roadmap to livI with a purpose beyond the game. Our process begins by assessing your current financial landscape and analyzing cash flow, expenses, income, and assets to identify and address gaps that may hinder your long-term goals.
Once the plan takes shape, we delve into opportunities to minimize taxes through SMART Retirement Planning, maximize Social Security Benefits, and strategically plan your estate.
LIVE WITH PURPOSE
At Pro Athlete Wealth, we redefine financial planning for athletes, making it a roadmap to livI with a purpose beyond the game. Our process begins by assessing your current financial landscape and analyzing cash flow, expenses, income, and assets to identify and address gaps that may hinder your long-term goals.
Once the plan takes shape, we delve into opportunities to minimize taxes through SMART Retirement Planning, maximize Social Security Benefits, and strategically plan your estate.
BUILDING A PLAN FOR YOUR FUTURE
Our approach to financial planning goes beyond mere investment growth; it's about crafting a strategy for taking income each year and optimizing tax efficiency in retirement. We explore opportunities to leverage the current income tax environment, annually reviewing tax implications and identifying chances for tax-free growth through Roth IRA conversions.
Our athlete-centric financial planning process hones in on your cash flows, expenses, savings, and goals. We then design a strategic allocation of resources with a focus on:
• Maximizing Income
• Tax Minimization
• Social Security and Medicare Optimization
• Efficient Investment Allocation
BUILDING A PLAN FOR YOUR FUTURE
Our approach to financial planning goes beyond mere investment growth; it's about crafting a strategy for taking income each year and optimizing tax efficiency in retirement. We explore opportunities to leverage the current income tax environment, annually reviewing tax implications and identifying chances for tax-free growth through Roth IRA conversions.
Our athlete-centric financial planning process hones in on your cash flows, expenses, savings, and goals. We then design a strategic allocation of resources with a focus on:
• Maximizing Income
• Tax Minimization
• Social Security and Medicare Optimization
• Efficient Investment Allocation
At Pro Athlete Wealth, we don't just plan for the future; we architect a financial game plan that aligns with your athletic journey and sets the stage for lasting success beyond the field.
At Pro Athlete Wealth, we don't just plan for the future; we architect a financial game plan that aligns with your athletic journey and sets the stage for lasting success beyond the field.
Pro Athlete Wealth is your personalized financial coach, specializing in crafting tailored game plans for young athletes, pros, and college players. From financial strategies that grow with your career to investment plays that score big, we're here to champion your financial victories beyond the game.
© 2024 Pro Athlete Wealth. Pro Athlete Wealth provides financial literacy for athletes. Investment advisory services provided by Copperwood Financial, Inc., an affiliate of Pro Athlete Wealth. Copperwood Financial, Inc. is a state registered investment advisor registered with the states of Illinois, Kentucky, and Arizona and is responsible for the day-to-day management of investment portfolios and financial planning services. Insurance services provided by KLG Management Inc., a licensed insurance agency and Pro Athlete Wealth affiliate. Pro Athlete Wealth, Copperwood Financial, Inc., and KLG Management Inc. do not provide tax, legal, or sports agent advice or services.
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