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Alloy Silverstein Financial Services, Inc.

 (856) 667-6228   info@asfinancialservices.com
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Alloy Silverstein Financial Services, Inc.

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Professional Athletes

There are many similarities between professional sports, such as golf, and financial planning. First, it is not about always hitting great shots, it’s about minimizing bad shots.  This requires consistency and emotional control, because the game of golf, like investing is all about risk management.  Whether you are trying to join the tour, or setting your portfolio’s risk tolerance you must take stock of the appropriate amount of risk you’re able to assume before you make decisions. 

Alloy Silverstein Financial Services works with dozens of nationally and internationally-based golfers on the PGA tour to offer comprehensive tax planning and wealth management services.  Our process starts with learning about your targets, identifying your water hazards in life, and like in golf, we engage in a “game of discovery” to learn about what you can and cannot do.  Ultimately, it’s about getting the best from what you have available, rather than risking everything to win. 

Our professional athlete services include:

Tax planning

  • Working with CPAs to address specific tax issues faced by athletes
  • International and foreign tax concerns

 

Income and asset protection

  • Planning after large sum winnings
  • Wealth accumulation
  • Unique risk management to athletes

 

Budgeting and personal finance

  • Budgeting and cash flow management
  • Emergency fund
  • Education to avoid bankruptcy

 

Business planning

  • Contract review services for agents, sponsorships, etc.
  • Business vs. individual entity tax considerations

 

Retirement planning

 

Insurance planning

  • Life insurance
  • Disability insurance

 

Investment planning

  • After tax return of investments
  • Education about investing decisions

 

Estate Planning

 

No matter what service fits your need, we are always available to discuss your goals and plan. We use video conferencing to be there for you – even if you’re traveling the world.

To learn more about our professional athlete services, please contact our team at 856-667-6228.

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Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services SM, Member FINRA, SIPC.
Investment Advisory Services offered through Avantax Advisory Services SM.
Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by Advisor Websites for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth Management is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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