ATHLETES AND ENTERTAINERS

Pursue Your Passion. Leave A Legacy.

Your Talents Set You Apart

You know what it takes to succeed in a fiercely competitive industry. Incredible financial opportunities will come your way, but making the right decisions for yourself, your career, and your legacy is crucial. We get it—managing your finances can be overwhelming. That’s why our team of professionals is here to take care of the financial details, so you can focus on what you do best.

What will your legacy be

Plans Made For You

We put you at the forefront of the planning process and develop comprehensible wealth management plans that are tailored to you and your family. When you work with an Entrusted Capital advisor, you’ll receive a creative strategy that accounts for the unique challenges and characteristics of your career. Your advisor will create and manage a plan that keeps you focused on your profession and the future.

“What makes something special is not just what you have to gain, but what you feel there is to lose.”
—Andre Agassi

THE PERSONAL PLANNING PROCESS

Services for Business Owners

Financial Planning

You have big dreams, but aren’t sure if the steps you’re taking today will help you realize them.

Risk Management

Take control of your finances with a hassle free process to get financially organized so you know where you stand today and what path you’re on for the future.

Cash Flow Management

Guidance on applying your money towards its highest and best use while managing lifestyle expenses.

Investment Management

Optimize your retirement income with a coordinated plan that is focused on sustainable cash flow while seeking to minimize both risk and taxes.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside sources to provide information on a topic that may be of interest. These outside sources are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.

Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.

Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

2022-147105 Exp 12/24