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




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




Building the financial foundation so you have the confidence to know and ask the right questions when it comes to your money.


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.


Changing your mindset from being rich to living and leaving a legacy.

Meet Our Team

Scott Stephens

Brock Fortner

Finding the right financial plan requires you to focus on your short-term financial needs and long-term financial goals. There is no cookie-cutter approach.

Let Us Help

Schedule A Consult