We feel that it is tantamount to keep financial planning separate from the agency.  With the complexities of the various financial instruments and different directives that are available for one to pursue, we recommend independent, outside third-party sources.

The firm that we recommend is Stone-Carlie, based in St. Louis, MO. They have close to 20 years of experience in working with professional athletes in numerous financial related areas. We also employ Stone-Carlie to prepare all state, local and federal returns for our clients at no additional cost to the client. Here are some areas that the firm specializes:

• Wealth Advisement
• Tax Planning
• Retirement and Estate Planning
• Life and Disability Insurance
• Investment Management and Portfolio

Click here to learn more about Stone Carlie
at their website at www.stonecarlie.com

Or click here to visit Jeff Ward’s bio at Sports Pro Services.