We can help you develop a plan tailored to your needs.

Having wealth can offer you freedom and flexibility, but it can also make your financial affairs more complex. A solid financial plan is integral to successful wealth management - it can help you make better decisions and gain a greater sense of control over your finances and future.

Why Plan ?

In a less public way, other athletes from the nation's three biggest and most profitable leagues—the NBA, NFL and Major League Baseball—are suffering from a financial pandemic. Although salaries have risen steadily during the last three decades, reports from a host of sources (athletes, players' associations, agents and financial advisers) indicate that:

• By the time they have been retired for two years, 78% of former NFL players have gone bankrupt or are under financial stress because of joblessness or divorce.

• Within five years of retirement, an estimated 60% of former NBA players are broke.

Read more: http://sportsillustrated.cnn.com/vault/article/magazine/MAG1153364/1/index.htm#ixzz1KGy9Oowm

Let us assist you:

  • Life and disability insurance
  • Estate and tax planning
  • Bill paying and payroll
  • Cash flow management
  • Philanthropic planning
  • Personal giving
  • Concierge  Services
Creating Time & Convenience
Our professionals  diligently provide a wide range of Personal Financial Administration services and related resources to busy people like you. We integrate seamlessly with other professional advisors, property managers, household administrators and personal assistants to manage all the financial and administrative aspects of your lifestyle and to protect, enhance and preserve your wealth.