Clients

  Protecting Wealth

CHALLENGE

Professional athletes usually have a short number of playing years with relatively high earnings. It is imperative for athletes to maintain a conservative lifestyle, budget, and save for the unexpected end of significant earning years.

STRATEGY AND SOLUTION

The Andina process and technology tools helps athletes focus on year by year goals so that tax benefits are maximized, savings are prioritized, and budgets are followed.

RESULT AND CLIENT BENEFITS

Mr. Z implemented an investment strategy that will produce substantial cash flow for the rest of his life without taking undue risks. Even though he will retire in his 30’s from his professional sports career, with proper management he will maintain financial independence throughout his lifetime.