Professional Athletes
Experience the power of team-based, comprehensive financial advice that allows you to enjoy the fruits of your wealth today while safeguarding it for a prosperous future.
As a professional athlete, you’ve worked tirelessly to achieve success.
In a world where income fluctuates, it's essential to have a financial advisor who understands the unique challenges of managing sporadic and potentially short-lived income streams. It’s common for income to arrive in varying amounts at different points in time. You may see a large sum from a signing bonus or ongoing royalties for produced work, but these income sources can end just as quickly.
Together, we'll create a solid financial strategy to optimize your earnings and secure your future.
Holistic advice and services tailored to meet your specific needs, including:
Financial Education
Strategic Tax Planning
Investment Management
College Savings
Financial Planning
Insurance Assessment
Estate Planning & Trust Administration
Concierge Services
Business Valuation
Investment Opportunity Evaluation
WHY BIRD BRAND FINANCIAL PLANNING?
OUR APPROACH
We Can Help You:
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Build a diversified portfolio
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Explore investment opportunities
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Plan for retirement
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Rebalance your portfolio
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Pay monthly bills
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Coordinate multicity relocations
Transparency is Key
Financial Literacy is important. We are committed to ensuring you understand how you money is being handled.
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As fiduciaries, we are legally bound to always act in your best interests.
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Our Simple fee structure is determinad by the amount assets we manage on your behalf.
Explore Our Specialty Areas
MORE THAN WEALTH MANAGEMENT
Advice Tailored To Your Needs
Special circumstances in your life or work may add complexity to your financial planning and wealth management strategies. Bird Brand’s dedicated and experienced specialty teams provide customized solutions to help you achieve financial freedom.
Law Enforcement
Pilots
Pro Athletes
Entertainers
HealthCare Professionals
Social Responsibility
Generational Wealth
Divorce