Concentrix Wealth Advisors
Concentrix Solutions Centers
sports wealth advisors

Sports wealth planning

Advising the professional athlete presents both unique challenges and extraordinary opportunities…

  • Uncertain career length
  • Dramatic fluctuations in earning power
  • Sudden windfalls – bonuses, contract triggers
  • Potential long-term effects of injuries and other healthcare issues
  • But also the opportunity to secure your financial stability for the rest of your life – if well-planned – to make a meaningful difference with your life and leave a meaningful legacy.  It’s all about the planning.
  • We work hand-in-hand with your agent and other advisors – supporting their strategies and bringing them new ideas.

Sports Wealth PlanningIf you’re just getting started in your career …
you may also need bridge loans or other credit, income protection in the event of disability, financial, education and budgeting assistance.

As your career progresses …
you may need investment and asset management services, business and real estate loan services, asset protection strategies, education, retirement and estate planning.

Sports financial planningWhatever the need, the Concentrix team has been there advising other athletes like yourself with similar challenges.  We understand your unique challenges, and how to leverage short-term income extremes into life-long security and financial comfort.

… all from a lump sum investment – no matter how long your career lasts or how much you earns.  We’ll show you how we can do this for you.

For a no-obligation discussion of your needs, call 610-213-4201, e-mail us or simply complete our brief Contact Form.


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