Helping athletes and entertainers build generational wealth.
Being a professional athlete or entertainer brings a lot of responsibility both in the spotlight and behind doors. You will have two major items to think about the most, Cash Flow and Taxes. Having the right offensive and defensive strategies in place is key to winning your financial game.
– Defensive strategies: Insurance/Estate planning
– Offensive strategies: Puts up numbers Buying Cash Flowing Assets
Defensive Strategies
Defense wins championships. Defense in your financial life helps you protect what you have to create a lasting dynasty.
- Insurance Planning
- Tax Planning
- Trust Planning
Offensive Strategies
Offense puts numbers on the board. Offense in your financial life is buying assets that produce consistent cash flow back into your life giving you the freedom to focus more on your craft.
- Real Estate
- Franchises
- Alternatives
Dynasty
Having a DYNASTY is the result of following the process for creating a great defensive and offensive strategy. Your mindset shifts from being rich to living and leaving a legacy.
- Family Mission Statement
- Giving Back
- Family Office
OUR PLAYBOOK
Fundamentals
Building the financial foundation so you have the confidence to know and ask the right questions when it comes to your money.
Team
Creating a team around you to achieve financial success and help you focus on doing what you do best.
Defensive Playbook
Protect the money you earn and assets you create, maximizing protection.
Playing Offense
Create the life of your dreams through saving, giving, and growing your money each year.
Dynasty
Changing your mindset from being rich to living and leaving a legacy.
Meet Our Team
Scott Stephens
Brock Fortner