About Advisory Service
Talent creates opportunity — thoughtful planning helps protect and grow it. Our Athletes & Artists team supports clients across sports and entertainment with guidance designed around unique earning cycles, career timelines, and life goals. We serve as a long-term financial partner, providing personalized planning and ongoing support, so you can stay focused on your craft while we help you navigate financial complexity with confidence and clarity.
Tailored Planning for Unique Career Paths
Athletes and artists encounter financial decisions that can be complex and fast-moving. We work closely with clients to build individualized strategies that reflect lifestyle needs, variable income, and long-term objectives. Our approach focuses on thoughtful planning, disciplined financial habits, and a framework designed to support both current priorities and future aspirations throughout each stage of your career.
Fiduciary Guidance Centered on You
As fiduciaries, we put your interests first. We take time to understand your goals, preferences, and values, providing recommendations grounded in transparency and objectivity. Our role is to support informed decision-making by offering clear perspective, structured planning, and ongoing communication — always with your priorities at the forefront.
Holistic Investment & Wealth Approach
We develop investment strategies aligned with your personal goals, time horizon, and tolerance for risk. Our process incorporates asset allocation, diversification considerations, and ongoing review to help address both short- and long-term financial needs. We collaborate with you to adjust as circumstances evolve, maintaining a disciplined and thoughtful approach to managing your financial life.
Career-to-Retirement Financial Framework
For many athletes and entertainers, high-earning periods may be concentrated. We help you evaluate spending, cash flow, and savings strategies to support long-term financial stability. Our planning process focuses on building lasting financial structures, prioritizing cash flow management, and developing habits aimed at supporting long-term independence beyond your active career years.
Risk Awareness & Protection Strategies
High-visibility careers bring unique risks. We help you assess coverage needs and connect with qualified insurance professionals when needed. Areas of focus may include disability coverage, property and valuables protection, and tailored insurance considerations based on career and lifestyle. Our goal is to help you understand available options and support informed decisions around risk management.
Thoughtful Tax Coordination
Earnings across states or countries can create complex tax situations. We help coordinate with qualified tax professionals and, when applicable, work alongside SAX's tax team to support planning and filing needs. Our involvement includes collaborating on tax-efficient strategies, monitoring obligations, and helping you stay organized so your financial plan aligns with tax considerations.
Legacy, Family, & Philanthropic Planning Support
We assist you in thinking through long-term planning, including estate structures, charitable interests, and support for family members. We coordinate with attorneys and other advisors to help implement estate documents and wealth transfer plans that reflect your priorities. Our goal is to provide structure and guidance as you build and protect what matters most to you.
High-Touch Service Backed by SAX
You receive access to a dedicated service team supported by the resources of SAX, a national accounting and advisory firm. Our approach is hands-on and relationship-focused, with support that may include coordination with tax professionals, bill-pay services, lending guidance, and collaboration with financial institutions. We strive to be a reliable first call for financial questions and planning needs.