How we help
We’ll help you clarify and prioritize your financial goals. We’ll quantify where you are now, define where you want to be and when. Then, based on our knowledge and experience, make recommendations to help you get there.
Changing the Game
Private Client Services that are changing the way financial advice is delivered to athletes and entertainers.
OUR CLIENTS
Professional Athletes, Coaches & Owners
Musicians, Songwriters & Producers
Actors, Directors, Writers & Producers
For most, it’s a game.
No matter what industry you’re a part of, you’re blessed with tremendous financial opportunities, but you also face unique and specific financial challenges.
These careers in sports & entertainment can be immensely profitable, but they can also be short-lived. You need to seize the opportunities you have in present-day, and make smart decisions that will help you manage and enjoy your wealth throughout your lifetime.
Tailored to your needs
Whether you’re starting your professional career or are seasoned veteran, we believe managing wealth is about more than just investing money. Our goal is to create financial plans that build a solid foundation so you can pursue your dreams while building and preserving your legacy.
What makes us different
More than investing capital, we value building personal relationships with our players and families. We understand the focus and excitement that plays into the professional world of sports and entertainment and seek to take some of the complexity and strain off when it comes to your financial future.
OUR TEAM
You deserve a financial advisor who knows the industry and how your money flows from your work to your wallet.
We focus on the development and implementation of customized financial strategies to help you meet your short and long term goals by taking into consideration career time horizon, liquidity requirements, tax efficiency, and planning for the unpredictable.
Name, Image & Likeness
Team up with Level Four and Carr, Riggs & Ingram to win big with Name, Image & Likeness (NIL) rules.
By the time athletes have made it to college, they have clocked hundreds of hours training, practicing, and learning all they can about their sport. Their hard work has brought them to this next stage in their athletic careers, which with the new NIL rules, can now lead to financially rewarding careers for more athletes than ever before. These new NIL opportunities make obtaining a financial education incredibly important for long-term financial success.
News
Advisor Scott Proctor
to focus on MLB
December 11th, 2019 | Press Release
Scott Proctor, Former LA Dodgers player and current LFAS Wealth Advisor,
to begin supporting Level Four Sports & Entertainment.
NFLPA Registered Player
Financial Advisor
June 4th, 2019 | Press Release
LFSE Taps Wealth Advisor Josh Hampton CFP®,
an NFLPA Registered Player Financial Advisor.