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About Us
About Us
Our Story
Our Team
Our Fees
Resources
Our Blog
Videos
Our Path Program
Quick Guides
Financial Planning Tools
Why We’re Different
Why We’re Different
Institutional-Style Services
Independent Advice
What We Do
What We Do
Personalized Investment Management
Financial Planning
Optic Strategy
Option Overlay Fund
Who We Serve
Who We Serve
Putting a concentrated stock position to work for you
Turning a professional athlete’s earning power into sustainable wealth
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Life After Sports: How to Navigate Retirement and Find a Second Career as an Athlete
Planning
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How to Turn Concentrated Stock Holdings into Income Generators
Investing
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7 Financial Lessons We Learned from 2020 – And What it Means for 2021
Planning
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10 Warning Signs You’ve Got the Wrong Financial Advisor
Financing
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6 Common Financial Planning Mistakes We See Athletes Make
Investing
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What You Need to Know About Rule 72t and Early Retirement
Financing
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Planning
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What’s Your Financial Risk Tolerance?
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Investing
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