OUR SERVICES
Our premier financial advisors focus on creating individually tailored financial investment platforms.
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WELCOME TO ATHLETIC INVESTMENT MANAGEMENT
At Athletic Investment Management, we understand that the unique lifestyle, opportunities available and potential career path of athletes in today’s rapidly changing and extremely diverse marketplace requires individualized and expert financial planning and “hands on” collaborative asset selection and management. Our mission is to provide athletes and their families with the knowledge, tools, and services needed to ensure long-term financial stability. We are committed to helping athletes make smart financial decisions that will benefit them throughout their careers and beyond.
OUR SERVICES
Comprehensive Financial Planning
We offer customized financial planning services specifically designed to meet the needs of athletes at the intercollegiate and professional levels. Our team of experienced financial advisors will work with you to create a personalized financial plan that aligns with your goals and dreams.
Investment Management
Our investment management services provide platforms to help you grow your wealth while managing or in some instances, completely eliminate market risk. We provide guidance on a wide range of investment options, focusing primarily on “zero floor annuities” that offer guaranteed moderate growth while still offering more aggressive investment options for those more comfortable with the additional risk that accompanies such investment strategies. We are committed to help you build a diversified investment portfolio that suits your risk tolerance and financial goals.
Tax Planning and Preparation
Athletes often face complex tax situations. Our team of tax experts will guide you through the intricacies of tax laws and ensure you are compliant with all regulations. We provide tax planning and preparation services to minimize your tax liabilities and maximize your after-tax income.
Retirement Planning
Planning for retirement is crucial, especially for athletes whose careers may be shorter than those in other professions. We offer retirement planning services to help you secure your financial future. Our advisors will help you set retirement goals, choose the right retirement accounts, and create a plan to achieve a comfortable retirement.
Estate Planning
Protecting your legacy is important. Our estate planning services help you create a strategy to manage and distribute your assets according to your wishes. We can assist with drafting wills, establishing trusts, and making arrangements for the transfer of wealth to future generations
Insurance Solutions
Having adequate insurance coverage is vital to protect your income and assets. Our experts will help you identify the types of insurance you need, such as health, disability, and life insurance, and ensure you have the right coverage in place.