Professional athletes

GREAT COACHING

The best coaches in any sport have a deep understanding of the difficulty of the task at hand. There is a respect for the challenge, but an innate ability to continually reach new levels of excellence. 

In looking for a financial advisor, you are choosing your financial coach. You should demand honesty, experience, and commitment through thick and thin.

There is a lot of excitement on draft day, the first time you make the 40-man roster, or the day of your big league debut.

But for every one of those days, there are dozens of guys that get traded, DFA'd, released, or retire. At some point in your career, at least one of these outcomes is inevitable. 

Professional sports are stressful. Managing your finances doesn't need to be.

"The difference between the impossible and the possible lies in a person's determination."

-Tommy Lasorda

 

Pro athlete packages

All CFG plans come with a 1-year, money back, 100% satisfaction promise.*

Seriously. If after the first year you are not completely satisfied with the plan or service, we will write you a check for your entire first year's fee. Learn more.

Minor Leaguer

We understand the grind of Minor League baseball. This is ideal to start you off on the right track, provide financial education, and set you up for long-term success.

  • Complete financial plan

  • Personal finance education

  • Signing bonus planning

  • In- & off-season budgeting 

  • Objective client advocacy

  • Debt repayment strategy

Major Leaguer

Life changes dramatically once you make your way on to the 40 Man and then the 25 Man. Income increases, but so does stress and complexity. Planning is key here.  

  • All of Level 1

  • Cash flow advice

  • Monthly check-in calls

  • Family planning​

  • Home purchase/rent advice

  • MLB benefits guidance

MLB Veteran

The longer a player plays, the more complex the financial situation. This is where players with a business, foundation, or other extra service needs generally land.

  • All of Levels 1 & 2

  • Cash flow management

  • Major purchase negotiations

  • Charitable giving strategy​

  • Foundation creation

  • Trust services

No one likes a

cookie cutter, one-size-fits-all approach.

In our experience, players are not sure what sort of planning or service they need. These offer a starting point based on our experience and understanding of what players generally need at each stage of their career. 

 

However, every package is completely customizable

to fit your specific needs. Learn more

Surround yourself with good people. People who are going to be honest with you and look out for your best interests."

         -Derek Jeter

Being a professional athlete changes your life.

 

It is the fulfillment of a childhood dream and the culmination of a lifetime of dedication.

 

But the day you begin getting paid to play, everything changes.

 

You need an agent, a trainer, and a mental coach. Then you need an accountant, a financial advisor, and an attorney. And don't forget about your family, friends, and old teammates.

 

Suddenly your "team" can get out of hand.

 

Having the CFG team handle your: 

  • cash flow management,

  • estate planning,

  • investment management,

  • tax planning,

  • charitable strategy, and

  • risk management

removes a ton of anxiety from an already extraordinarily stressful career and lifestyle.

Don't see exactly what you're looking for

Everyone's goals, career, and life look very different.

Your financial plan needs to be as unique as you are. 

Contact us today for your complimentary consultation