athlete wealth management
a coordinated team approach centered around comprehensive financial planning
goal planning
dream based investing
what we do
Whether you are planning for personal or professional goals, it is important to clearly understand what you want to achieve and how you plan to get there. Remember, goal setting is a powerful tool to help you achieve your dreams and live a more fulfilling life.
what would you change today if you could for you and your family?
what do you want your future to look like?
what are your dreams for you and your family?
cash flow management
evaluate
savings rate
allows for financial resilience, future investments, and the ability to navigate unforeseen expenses
income
tracking and optimizing sources of income to maintain a healthy financial position
debt management
strategic planning to ensure efficiencies across liabilities and responsible use of credit to build a strong financial foundation
expenses
monitor and control expenditures to ensure alignment with available resources and goals
major purchases
analyzing the impact on cash flow, ensuring affordability, and exploring financing options to maintain financing options to maintain financial stability
tax planning
optimize taxes today, plan for tomorrow
Tax planning is a two-part strategy that is at the center of all planning decisions. Our team is constantly focused on optimizing tax liabilities today and executing forward-looking tax strategies to maintain control and flexibility as the tax code evolves over time.
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multi-state taxation
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grouping itemized deductions
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charitable contributions
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roth conversion analysis
retirement planning
assets
any resource with economic value that is expected to provide a future benefit to you
income
provides the financial means to support individuals' desired lifestyles, cover expenses, and maintain independence
post-career benefits
many major league organization offer helpful resources to players who are transitioning out of their athletic career
distribution strategies
help individuals effectively manage and distribute their assets and income, ensuring a steady and sustainable stream of funds throughout their retirement years while considering factors such as tax implications and longevity risks
risk management
protection
Risk management serves as a crucial safeguard against potential financial setbacks. intellicents can effectively identify, assess, and mitigate risks, ensuring the preservation and growth of your assets while maintaining a balanced approach to achieving financial goals.
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health
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home
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disability
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auto
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life
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umbrella
estate planning
peace of mind
Estate planning is a vital task, regardless of age or wealth. In addition to outlining how assets should be distributed, estate planning strategies can minimize taxes and administrative burdens to maximize value for future generations.
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will + trusts
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beneficiary
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power of attorney
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health care directives
education planning
the next generation
Education planning is a fluid area of financial planning with many future uncertainties. Together, we establish education goals and select appropriate college savings strategies to maintain long-term control and flexibility.
college savings plan: set goals, research, and establish plan
tuition forecasting: consider various factors and analyze
our fiduciary commitment
our role as your financial advisor is dedicated to offering objective advice, utmost transparency, and a commitment to prioritizing your financial well-being
unified approach to wealth
guiding your team to success
intellicents operates as the "quarterback" of your financial life, ensuring across all professionals of your team.