Sports and Entertainment Professionals
The financial landscape for clients within the sports and entertainment industry presents distinctive challenges that demand the expertise of a qualified financial advisor. Whether facing sudden windfalls, managing multiple income streams, or navigating uncertain career spans, these individuals require tailored financial guidance.
Valenti Wealth, through in-depth financial planning, has a tailored process to serve high-net-worth clients in the sports and entertainment sector. Assisting clients in effectively managing their assets and preparing for a planned retirement with a customized financial plan is of the utmost importance when working with clients with these distinct specialized needs.
Our tailored approach includes analysis and evaluation of various financial planning strategies, encompassing qualitative planning, trust management, investment optimization, employee and retirement benefits, cash flow and tax planning, business planning, and estate planning. This comprehensive approach allows us to assist clients, in the sports and entertainment industry, make informed decisions to preserve, grow, and transfer their wealth, ultimately ensuring a more secure financial future.
Individuals
While you're in your peak earning years, it's important to develop positive financial habits that seek to lay a strong foundation for your savings.
Whether you’re new to investing, established in your career, or planning to retire, we’ll work with you to develop a financial plan that aims to help you manage your money effectively.
Families
As a parent, you're not only pursuing your own aspirations, but guiding your children towards their own success as well. That's why starting a savings plan early is considered vital in pursuing the college education your child deserves; especially as tuition rates continue to rise.
From establishing a 529 plan, to researching financial aid options and grants, we can help you examine college investment options to build a personalized portfolio that considers your financial goals, risk tolerance, and timeline.
Retirees
You’ve worked hard in your career, and are ready for relaxation and celebration. However, the transition from a career and steady paycheck to living on the wealth you’ve accumulated can be filled with uncertainty.
Together, we’ll develop a plan that helps you accumulate wealth while you’re still working, and aid your transition to a fixed retirement income.
Business Owners
Between managing employees, building client relationships, and maintaining the quality of your products or services, growing a business is a demanding task.
It’s easy to be swept up in the day-to-day management of your business and lose sight of financial planning considerations that may lead to growth. We can help create a financial foundation that aims to care for your key employees and executives and reduce the impact of an unexpected loss.
When it’s time to pass the torch and leave your business, we’ll be here to plan your business succession and exit strategy to help ease the transition into life after work.
Ready to get started?
Contact us to start building a financial plan that fits your current life stage.
