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College & Professional Athletic Coaches

Get team-based, comprehensive financial advice so that you can enjoy your wealth today and preserve it for years to come.

Team-Based Wealth Management

As a college or professional athletic coach, you face special circumstances that add complexity to your financial planning and wealth management strategies. As part of your career trajectory, you've likely switched states and teams, creating multi-state income streams and the need to organize and consolidate retirement plans. You've also reached the point in your career where there's an increased need to safeguard your wealth and protect your family with estate planning and trusts.

Creative Planning’s dedicated and experienced specialty teams provide customized solutions to help you. From tax-efficient investing strategies to philanthropic gifting and family office services, we have the expertise and resources to properly support your lifestyle — and your wealth.

Comprehensive advice and services tailored to meet your specific needs as a college or professional coach, including:

Organization, consolidation and optimization of retirement plans as your coaching career evolves

Tax planning strategies that incorporate potential multi-state income streams

Safeguarding your wealth and protecting your family with estate planning and trusts

Division of assets in accordance with divorce decrees, as well as other divorce-specific services

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Our Approach

At Creative Planning, we understand the complexities that exist for coaches of college or professional sports teams. Our team of CERTIFIED FINANCIAL PLANNER™ practitioners, CPAs and attorneys works together to design an investment strategy and portfolio that aligns with your unique needs so you can meet your financial goals.

Our Team

Understanding that as a college or professional athletic coach you may experience financial complexities such as out-of-state job transitions, we take a comprehensive approach to planning for your financial future that incorporates a wide range of professional services to support every aspect of your financial life. Our team of credentialed, educated, experienced and action-oriented advisors, including CERTIFIED FINANCIAL PLANNER™ practitioners, Certified Public Accountants, insurance specialists, attorneys and other professional provides custom fiduciary advice to help you achieve your financial goals.


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