Our Services
PERSONAL FINANCIAL SERVICES
Our team of professionals works with both individuals and families, offering full money management plans that are customized to each client’s individual financial needs. Services we offer:
- Wealth management
- Disability Income Insurance
- Retirement planning
- Budgeting and spending services
- College savings programs
- Insurance protection
- Estate planning strategies
BUSINESS FINANCIAL SERVICES
Post Game Financial also offers a wide variety of business services that are available to businesses of all sizes. We offer the following services to any business interested in acquiring our professional advice:
- Cash management and loans*
- Retirement accounts, such as 401ks, defined benefit, and cash balance plans
- Business succession planning
- Group voluntary benefits
*Loans offered through third parties that are not affiliated with MML Investors Services, LLC.
FINANCIAL SERVICES FOR ATHLETES
Our mission to help athletes originates from a personal and authentic place. We’ve experienced and witnessed the financial challenges professional athletes undergo throughout their careers. Here's where we can help:
- Build and establish credit
- Create and monitor budgets
- Education of financial instruments
- Inform and utilize the benefits of the NFL
- Enroll in retirement accounts
- Establish emergency fund
- Develop medium-term savings goals
- Prepare for first tax returns*
*Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate