I am a retired Professional Baseball (MLB) Player. I was drafted into the league at the very young age of 18. Ten years later, I was making millions. The problem I had was not much different from many other ballplayers, entertainers and celebrities …..we had no sound financial advice.D.S., Fremont, CA, (client)
Fortunately, I came across this financial planner who was referred to me and my wife by a loan officer at a bank.
He is still my financial advisor today. He handles all of my finances; he provides estate planning, investment planning, insurance planning and most importantly, tax planning. I save substantial taxes annually by following his advice. I often recommend my Financial Dream Team advisor to my teammates and other celebrities….those who listen benefit immensely.