May 18, 2023

 When looking at pro athletes in the US, we see more and more athletes becoming businessmen and entrepreneurs, from Michael Jordan to Lebron James to Kevin Durant to Magic Johnson to JJ Redick to Floyd Mayweather to Tom Brady to baseball's Alex Rodriguez.

These guys have decided to invest in their futures in order to try and build the best life for themselves and their loved ones, especially post career.

When we look at the aforementioned theme in the pro sports landscape, we see that there is much value in helping pro athletes to properly plan for a successful financial future, post career.

What am I getting at here? For a number of years, our firm has understood that high-net-worth individuals with $10M in assets and above will need to deal with a significant estate tax burden if not handled properly.

We also know that many pro athletes in America go broke within 5 years post-retirement.

We have helped many “world class” entrepreneurs and assisted them to significantly alleviate their estate taxes while providing them with a considerable amount of tax-free income down the line.

You may be asking yourself, "How do we do this?"
In order to make this work properly, we have created and maintained a number of high-level relationships and built a team of experts in finance and economics. Our team has studied past trends and the current state of affairs which helps us to continue crafting effective, long-lasting and proper plans that help our clients succeed through any and all economic situations.

Our method displays our strong belief in protecting the downside while keeping risk low. This relieves our clients from a lot of concern and anxiety in an often, uncertain economy.

To conclude, we are to glad to say that we provide our clients with consistent positive, stable outcomes.

As Michael Jordan said, "If you run into a wall, don't turn around and give up. Figure out how to climb it, go through it, or work around it.”

To hear more about this sophisticated plan and how it works? Feel free to reach out to me at aposen@nnaplan.com or call (718) 618-9641 or at +972 52-545-7171 for those in Israel.

We love building new relationships!
Stay well.
Alex Posen