We help professional athletes create a strategy to leverage their earnings into a lifetime of financial security.
NorthRock Sports and Entertainment manages all activities related to your financial life, including analysis and management of spending habits, tax planning, estate planning, charitable planning, insurance and investments. We work with athletes, entertainers, their management teams and families to create a solid foundation for long term financial success.
We want to help you succeed in all aspects of your life. Let us be a part of your team.
- Management of all investments
- Establish a detailed investment plan based on clients risk tolerance
- Review all new investment opportunities
- Build a diversified global investment portfolio
- Coordinate all investment activities regardless of where held
- Review and establish private investments
- Assistance with banking relationships
- Payment of some or all day-to-day bills
- Manage and monitor day-to-day banking activities
- Credit management
- Assistance with mortgage and lending activities
- Credit repair coaching
- Direct Deposit and collection of all income sources
- Detailed monthly cash flow reporting on expenses from all sources
- Establish regular income for clients and families
- Conduct annual tax filings
- Make estimated tax payments, if necessary
- Track monthly deductions / write-offs
- Coordinating with your team to complete necessary paperwork
- Multi-State Tax Filings
- Assist in the set up of 501c3 or donor advised fund
- Advise on tax efficient assets to gift
- Advanced gifting strategy planning
- Assist in the set up of foundation
- Disability Insurance
- Life Insurance
- Property and Casualty Insurance
- Specialty Insurance
- Health Insurance
- Social media strategy
- Website development
- Ongoing web maintenance
- Mentoring family members on financial planning
- Supporting family members’ financial planning needs
- Exclusive access to special events
- Travel arrangements
- Relocation services
- Vehicle research and acquisition
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Property management (while traveling)
- Security and technology management
- Day to Day maintenance and monitoring
NFLPA
NorthRock Partners is registered with the National Football League Players Association Financial Advisor Program. The Financial Advisor Program is the first of its kind in professional sports, providing access to financial advisors whose backgrounds have been pre-screened by the NFLPA.