Professional Athletes
Past, present, and future athletes
Professional hockey players face high demands both on and off the ice. During the season you have grueling schedules that are taxing on the body and mind. And in the off season you are focusing on training and prepping for the next season to come while spending time with your friends and family. This leaves little time for managing your wealth in your playing years. We know the importance of working with an experienced team to help minimize any outside distractions. Working together with your agency and current advisors is a key part of the process.
We focus on a high level of service that goes beyond your expectations. Having a strategy to implement your unique circumstances is just the beginning.
George has experienced firsthand the life and challenges of being on the road and understands that it is crucial to have a point of contact when dealing with your personal finances and investments.
Working on the game plan together
- Establishing your unique financial plan
- Creating a client service plan that works with your schedule
- Customize your investment policy statement
- Construct a portfolio that is tailored to you
- Analyzing and implementing insurance and estate planning strategies
- Coordinating with tax partners to ensure tax minimization
- Will and Estate planning
“On or off the ice, every strategy needs a game plan” – George Bradley
Dedication to your end goal
George and his team are focused on helping you transition from your playing years into your retirement years and helping you with a plan for that next chapter of your life. Creating a plan to maximize your retirement income is just the beginning.
For more information please contact us today for your confidential second opinion
