Strategic Financial Planning & Wealth Management
We'll Take Care of Your Assets
So You Can Follow Your New Pursuits
From Draft day to Retirement Day & Beyond
Nequit Financial Services
Financial Goal Setting and Planning
Identifying and assessing your financial goals is the first step in creating a comprehensive financial plan. Nequit will help you talk through where you see yourself now and in the future so a successful, long-term strategy can be implemented.
Cash Flow Analysis and Planning
At Nequit, we can help manage your monthly financials to ensure you have the liquid cash to meet your needs, and plan for any upcoming major purchases, career or life changes.
Education Funding Analysis and Planning
If you plan to have or already have children, it’s important to discuss the type of education you want for them, whether public or private, and start saving for their college education earlier rather than later.
Gifting Strategies and Planning
If you plan to bequeath money or other assets to a friend, relative or child it’s important to be aware of the tax implications and have a strategy for gifting that allows you to retain the majority of the gift.
Special Needs Planning
No matter what curveballs are thrown at you in life, it’s important to be prepared. Special needs can arise in a variety of ways - whether through an injury, accident or even a child born with special needs. Be prepared for the financial implications of special needs requirements.
Long Term/Retirement Financial Projections (with Monte Carlo analysis)
We use the Monte Carlo Analysis to help you analyze your situation and create probable financial projections in order to make the best possible decisions now
Long Term Care Analysis and Planning
As an older adult, Long Term Care planning and insurance is something that should be worked into your financial strategy. This ensures you have the funds to provide the care you need in your later years.
Life and Disability Insurance Needs Analysis and Planning
As a professional athlete, this is an important area of your finances to have in order in the case of an unexpected injury that can keep you off the field or court for months at a time.
Investment Analysis and Planning
Smart investments can make all the difference when it comes to growing your money, saving for retirement and planning for the future. As experts in investment strategy, Nequit will help determine the right investments for you.
Asset and Liability Analysis and Planning
It’s important to have a clear picture of your liabilities and assets to ensure we can put together a plan that best meets your needs and achieves your financial goals in both the short-term and long-term
Risk Tolerance Assessment
Identifying your areas of risk and being properly prepared is an extremely important part of ensuring you are ready for anything that might happen as a professional athlete - from injury to loss of job to other unexpected occurrences.
Annuity Purchase/Exchange Planning and Analyses
Nequit can help determine if Annuities are a good addition to your financial portfolio and a smart strategy as a retirement vehicle.
Income Tax Analysis and Collaborative Planning with CPA
At Nequit, we frequently collaborate with CPAs to determine the best possible tax strategy based on ever-changing IRS rules and regulations to ensure you keep as much of your hard-earned money as possible.
Major Purchase Planning
As a high-income individual, you’ll likely make several major purchases in your lifetime from second homes to luxury vehicles to vacations. Let us help you prepare for a major purchase so you have the liquid cash to meet your needs.
Estate Analysis and Collaborative Planning with Attorney
Creating a successful estate plan is a holistic process that looks at all aspects of your financial life. Together with an attorney, Nequit will ensure your assets are all accounted for after you are gone.
Business Management Services
Nequit will prepare monthly cash flow statements and budgets for clients to assist in the management of their finances. Nequit can also provide bill pay services and manage ancillary private business activities and venture capital exploration.
Business Opportunity Analysis & Planning
As a professional athlete, business opportunities will consistently cross your path from all walks of life. Nequit can help you look at opportunities in an unbiased and analytical manner to determine what’s right for you and your financial plan.
Business Succession Planning
For existing businesses, it’s important to have a succession plan in place whether it involves simply stepping back from day-to-day management, selling, or fully passing ownership to a spouse or children.
Small Business Pension Plan Analysis
Nequit can help you determine if setting up a small business pension plan fits into your financial strategy as another retirement savings vehicle.