Professional Coaches, Agents and Athletes trust us to guide them and we are a NFLPA Registered Financial Advisor.
NFLPA Registered Financial Advisor
We seek to be a one-stop resource for professional athletes, coaches and agents so they can gain more confidence in their life course working with us.
We take the time to get to know you and build a plan to allow you to focus on being the best you can be today while having a personalized game plan and strategy in place to help you identify what True Wealth looks like to you and to work toward having a financial foundation to enjoy it. We are an independent, fiduciary adviser. Your best interest is deep at heart and apparent in everything we do.
As a registered NFLPA Financial Advisor, we not only meet, but exceed the appropriate professional qualifications to be eligible to participate in the program. Below is a listing of the requirements as outlined by the NFLPA:
Bachelor’s degree from an accredited university
Minimum of eight (8) years of licensed experience (qualifying licenses include FINRA series licenses, Attorney, CPA or an insurance license)
Minimum of $4 million of insurance coverage, through professional liability, errors & omissions or a fidelity bond
No civil, criminal or regulatory history related to fraud
No pending customer complaints or litigation at the time of application
Must not maintain custody of player funds unless deemed a qualified custodian
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