Your window is now. We help you turn this moment into long-term power.

Financial Planning



As a professional athlete, you’ve made it to the highest level. But the timeline is short, and the financial stakes are high. Every decision—how you’re paid, how you invest, how you protect what you’ve earned—has outsized consequences.

At AFE Private Wealth, we serve as your off-the-field coach, helping you make smart, tax-advantaged decisions while your earning power is at its peak. From managing signing bonuses and endorsements to structuring multi-generational wealth—we’re here to ensure you don’t just win now, but for decades to come.

Where We Help Athletes Gain Financial Edge

We work alongside elite performers to turn short career spans into long-term financial success.

Our support typically includes:

  • Tax-efficient income planning — Managing W-2, 1099, signing bonuses, and endorsements to reduce tax drag and improve flexibility.

  • Private investment access — Evaluating vetted opportunities in real estate, private credit, and alternatives to diversify your portfolio.

  • Cash flow coordination — Creating systems that support your lifestyle now and after your playing days are over.

  • Team review and optimization — Ensuring your CPA, agent, attorney, and other advisors are aligned with a cohesive long-term strategy.

  • Wealth protection strategies — Utilizing trusts, insurance, and legal tools to protect what you’ve earned.

  • Legacy & family planning — Building financial structures that support parents, spouses, kids, and future generations.

  • Post-career transition — Coaching you through what’s next, whether that’s investing, entrepreneurship, or simply protecting your time.

Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.
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