For the career, and what comes after.
The earning window is short and the rest of life is long. We help athletes treat the window like the foundation it is.
What the offer actually means.
We don't negotiate contracts — agents do that. We model what the offer actually means after taxes, escrow, signing-bonus timing, and state-by-state withholding, so the numbers you sign for are the numbers you take home.
- After-tax contract analysis
- Signing-bonus and deferral structuring
- State and jock-tax modeling
- Escrow and withholding coordination
- Multi-year cash-flow projection
Income that compounds.
NIL deals, endorsement income, and licensing each have their own tax and entity implications. We help structure income so the brand revenue compounds rather than evaporates.
- NIL and endorsement entity structuring
- Licensing and royalty stream management
- State sourcing and multi-state filings
- Brand and business-expense planning
- Investment policy for surplus income
A second act with dignity.
Most pro careers end before forty. We design retirement plans, transition budgets, and second-act capital so what comes next has the same dignity as what came first.
- Career-end transition modeling
- Second-career capital reserves
- Retirement and deferred-comp coordination
- Brand and licensing as ongoing income
- Insurance for career-ending injury
Answers from the practice.
Where in Cherokee County can a financial advisor for pro athletes coordinate NIL filings before the April 15 Georgia DOR deadline?
755 Financial meets at 330 Creek Stone Ridge, Woodstock, and coordinates NIL filings before the April 15 Georgia DOR deadline by mapping each endorsement to the Georgia Student Athlete Income Disclosure Form. Observations are shared; decisions stay yours. LPL Financial, Member FINRA/SIPC.
How does jock tax multi-state filing work when I play away games in NFL or NBA cities?
Jock tax multi-state filing allocates salary to each duty day under IRS Code § 861(a)(3) and corresponding state rules; 755 Financial tracks days and apportions income so returns match the precise liability. Observations are shared; decisions stay yours. LPL Financial, Member FINRA/SIPC.
What mistake-avoidance steps stop an agent contract from being counted as a security under FINRA Rule 2210?
FINRA Rule 2210 treats future contract values as securities if marketed with return projections; 755 Financial avoids this by framing any discussion of a new deal as a coordination observation, never a performance projection. Observations are shared; decisions stay yours. LPL Financial, Member FINRA/SIPC.
Coordinate with the rest of the firm.
Tax strategy, not tax preparation.
Jock-tax modeling, entity structuring, and multi-state filings.
Wealth ManagementWealth, with intention.
Investment policy designed for a short earning window.
InsuranceProtection that fits the plan.
Career-ending injury, disability, and high-value-asset coverage.
Build the second career first.
An introductory conversation, in confidence, with the team that's been here before.
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