What We Do

The average career of a professional athlete typically spans 3-5 years.  What will you have to show for it?

We work closely with our athletes to develop a strategy for sound investment decisions, cash flow management and business planning.

Our one and only goal is to provide a stress-free financial future for you and your family.

Wealth Management

Our financial planning process provides you with the comfort of knowing exactly where you stand at all times.

It includes a thorough financial analysis, an individualized financial plan, and implementation of the most appropriate investment strategies.

Our Wealth Management services include:
Financial Planning
Investment Management
Risk Management (Insurances)
Estate Planning

Cash and Tax Management

At Athlete Essentials, we know it’s not just what you earn, but what you keep.  We work closely with our clients to establish and maintain a budget to ensure your long-term financial success.

Protecting your wealth also includes proactively working with our clients to establish a tax minimization strategy to take full advantage of all tax planning opportunities available.

Our Cash and Tax Mangement Services Include:
Budgeting and Cash Flow Management
Banking and Bill Pay Management
Tax Preparation  and Filing
Tax analysis on contracts, endorsements and royalties

Business Management

Your brand is one of your most important assets.

Athlete Essentials helps you leverage your personal brand to create and capitalize on outside business opportunities.

We serve as business consultants to create additional streams of revenue for our athlete clients.

Our Business Management services include:
Private Foundation Management
Outside Business Consulting
Autograph Signing Tours

CONTACT US

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135 West Main Street

Suite 300

Lexington, KY 40507

phone | 859.629.4956