Gift of Retirement

Tired of being the family bank?

No one knows more about the added family pressures sudden wealth can bring than professional athletes. We understand the pressures that can come from family and friends. We also understand your desire to share your fortune with the people who are close to you.

We all want to take care of our family and friends, but you’ll be of little help to them in the long run if you wind up broke yourself. Nor do you do them any long-term favors by just handing out money left and right.

We created the “Gift of Retirement” strategy to help you give long-term meaningful support to your family. Below is an example of how a well planned gift can provide retirement income for your family members. We’ll help you calculate what size gift may be right for you.

Gift of Retirement (example)

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