Wealth Protection

The most common mistake among professional athletes, especially early on in their careers, is not spending the necessary time to find a credible financial partner to help develop a comprehensive and custom financial and life plan.  We have heard many times, “I wish I had found you sooner”.  The earlier the relationship is established, the better opportunity to put in place sound money habits, increase your wealth and guarantee its longevity.

Our team operates on what we call the four guarantees in life:

  1. Life Changes
  2. Tax Laws Change
  3. We will pay taxes
  4. We are not immortal

Whether your needs include a financially secure retirement, the purchase of a vacation home, the education of your children and/or charitable giving, Stone Hill Financial approaches things holistically and keeps in mind the four guarantees in life to help ensure that you are set on the road to financial success.