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In your career, you will generate a lifetime of earnings over a short period of time. Managing those earnings is critical for your nancial security now and in the future.
For more than 25 years, OFS has helped athletes and celebrities manage their wealth
from the signing of their rst contract, through retirement and beyond. We pride ourselves on helping you understand your nances so you can enjoy the lifestyle you have worked so hard to earn.
Why OFS?
We will partner with you to create a wealth management plan that includes:
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Cash Management and Budgeting Investment Management Tax Planning Estate Planning
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Through all of these services, our objective is simple: to help you achieve a lifetime of nancial independence by working with you to maximize your savings and investments. Remember, its not who earns the most, but rather who walks away with the most that ultimately wins the game!
players are broke.1 It can happen to anyone without proper planning. Let us help secure your future.
Plan Protect
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50%
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Income
Client Bills
Investment Portfolio
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Investment Management
Preserving your wealth is our primary goal. As a professional athlete, you will generate a lifetime of earnings over a relatively short period of time. We will educate you on how to invest your money and maintain a stream of income after your playing days are over. We provide:
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Asset Allocation
When it comes to investing, diversi cation is the key to reducing risk and generating returns. We believe in constructing a personal portfolio that will meet your short-term and long-term goals. We have access to premier investment management capabilities across a wide range of investment products and styles. We pride ourselves in delivering complex solutions simply.
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Detailed Reporting
We want you to understand where your money goes and how your investments are performing. Therefore, we provide clear and timely reports so you stay informed and see rsthand how your money is working for you.
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Tax Planning
Your earnings are complicated, and so are your taxes. We understand the complexity of tax laws as they relate to celebrities like yourself. This means your tax returns will be prepared by professionals who are experts in the eld and understand your unique needs. We provide:
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The rent paid while on a one-year contract may be a deductible business expense.
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Tax returns must be led in your home state, as well as many of the states in which you perform.
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Most endorsement contracts do not withhold income taxes. A streamlined system to project the taxes due will avoid interest and penalties.
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Our experience helps you... Build nancial security for your loved ones
Estate Planning
Caring for family members is important for many of our clients. Using our unique understanding and experience, we will help you identify your needs for wills, trusts and other wealth transfer plans so you can be con dent that the people who have been there for you throughout your career can be cared for according to your wishes. We provide:
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Consultation
Who in your family, circle of friends or charities do you want to help? How do you want to help them? We work with you to identify your needs and provide recommendations consistent with your objectives.
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Provide structure for your bene ciaries inheritance. Set forth your desires as to how your assets will be managed and distributed. Avoid public disclosure of the size and distribution of your estate. Utilize gifting strategies, irrevocable life insurance trusts and other planning techniques to potentially save your estate millions in taxes.
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Process Coordination
Estate planning is complex and requires a signi cant amount of coordination to ensure your wishes are ful lled. We will facilitate the process with experienced attorneys so you can rest assured that your loved ones needs will be met.
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Luxury Items
30%
Living Expenses
Live within a reasonable budget during earning years in order to maintain a sustainable lifestyle in the future.
Income Tax
Take advantage of every tax deduction by planning ahead and minimizing tax.
Future Savings
Build and contribute to a post-career savings plan with an emphasis on preservation, diversication and a long-term focus.
30%
We have the unique expertise to create and execute your game plan for wealth management. Make OFS part of your team!
Plan Protect
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