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Professional Athletes

“Defense Wins Championships”

Being a professional athlete can provide tremendous financial opportunity, but also significant responsibility with respect to preserving and growing wealth over the long term. At Hurdman Wealth, we believe that “Defense Wins Championships.” We believe the best way to win is to avoid significant turnovers that result in the puck being in your own net. We have a strong focus on enhancing the overall level of financial literacy of our clients and preventing big mistakes. We encourage our clients to enjoy today, but prepare for tomorrow. We believe in coordinating our work with that of your other professional advisors so that you receive the optimal outcome. We provide peace of mind, so that you can do what you do best. The services we provide to professional athletes include:

  • Facilitating family conversations to understand long term goals and objectives, and what is most important
  • Enhancing financial literacy through customized education programs 
  • Assessing tolerance for investment risk
  • Investing tax efficiently
  • Utilizing cash flow planning (including offseason requirements)
  • Evaluating external business opportunities
  • Protecting assets using insurance
  • Giving to charitable organizations through private foundations or donor advised funds
  • Transitioning to new careers
  • Planning (legacy and estate)