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.

 

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

8400 E. Prentice Ave.

Suite 1100

Greenwood Village, CO 80111-2926

T 303.629.7500

F 303.629.7560

info@CFGfinancialplanning.com

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Capital Financial Group, Inc. Capital Financial Group, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.

Investing involves risk and you may incur a profit or loss regardless of strategy selected. 

Investments & Wealth Institute ™ (The Institute) is the owner of the certification mark “CIMA” and “Certified Investment Management Analyst”. Use of
CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institutes initial and ongoing credentialing
requirements for investment management professionals.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®
(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

*Refunds may be requested for initial financial planning/consulting services provided by Capital Financial Group only. These plans are not offered under Raymond James and no refunds would be provided by Raymond James. Additional fees may apply. Additional fees or investment losses are not available for reimbursement