High Net-worth Individuals & Athletes

SERVICES INCLUDE:

  • Budgeting And Cash Flow Management
  • Managing And Monitoring Check Receipts And Bill Payments
  • Financial Record Keeping
  • Debt Planning
  • Tax Planning Assistance And Compliance
  • Insurance Review And Coordination
  • Negotiation Of Real Estate And Major Purchases
  • Estate Planning And Monitoring
  • Repair Of Credit