OUR SERVICES

  • Entity Formation & S Corporation Election

    Selecting the right business structure matters. We help you understand business structure options and coordinate with your CPA or attorney regarding entity formation, including potential S Corporation elections.

    EIN & State Tax Registration
    We assist in coordinating with your tax professional to obtain necessary registrations, such as a federal EIN and state tax IDs, to support your business setup.

    Business Banking & Financial Separation
    Keeping personal and business finances separate is essential for tax protection and clarity. We assist in facilitating the establishment of dedicated business banking relationships to help separate personal and business finances.

  • Payroll & S Corp Salary Strategies
    Take advantage of payroll and compensation strategies to maximize savings. We work alongside your CPA and payroll provider to support the implementation of payroll and compensation strategies.

    Tax Filing & Quarterly Estimate Management
    Tax obligations for entrepreneurs and student-athletes can be complex. e help you stay organized and coordinate with your tax professional regarding annual filings and quarterly estimated payments.

  • Cash Flow, Budgeting, & Money Habits
    Build strong money habits early by tracking income, expenses, and creating an actionable budget. We deliver cash flow reports, budgeting tools, and coaching to keep your financial goals on track.

    Savings, Investments, & Cash Management
    Smart cash management starts with capital protection and preservation for short-term needs, including taxes and funds you may need after graduation. Once your foundation is secure, we invest in an Echelon portfolio, designed with built in capital preservation, to incorporate a long-term growth strategy into your financial plan.

    Retirement Planning
    It’s never too early to plan for retirement, even as a student-athlete or young professional. We offer guidance on Roth IRAs and Solo 401(k) plans to maximize long-term, tax-free growth.

  • Charitable & Legacy Strategies
    Giving back thoughtfully can be part of your financial plan. If appropriate, we coordinate with your tax and legal professionals regarding Donor-Advised Funds and charitable giving strategies.

    Legal & Regulatory Support

    We coordinate with your attorney, agent, and university compliance resources to support your understanding of NIL-related considerations and applicable requirements

  • The financial advisor does not provide legal, tax, or accounting services. Any references to such services are for coordination or educational purposes only. Clients should consult their own qualified attorney, CPA, or tax professional.

    Where appropriate, the advisor may introduce clients to unaffiliated third-party professionals. These parties are independent and not under the supervision or control of Prospera Financial. The firm does not guarantee the quality or outcome of services provided by third parties.

    If not compensated:
    The advisor does not receive compensation for referrals to third-party professionals.

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