Services Offered

Championship Financial Advisors – works with clients engaged in a variety of professions, including medicine, professional sports, real estate, law and small business ownership. The financial well-being of the client is achieved via services provided within two connected realms: (1) as a registered investment advisor and investment portfolio manager and (2) as an estate planning, asset protection, retirement and general financial planning strategist and tactician.

Championship Financial Advisors - positions investment portfolios according to the assessment of long-term global economic and political trends and cycles, with consideration given to valuations and yields.

Championship Financial Advisors – does not utilize derivatives and options as investment tools.

Championship Financial Advisors – has extensive experience  working with tangible assets.

Championship Financial Advisors – monitors performance of all client investment accounts, budgeted discretionary spending, bank account balances, credit card balances, bills payable, estimated tax liabilities and assists in the analysis and negotiation of major asset purchases.

Championship Financial Advisors – facilitates the preparation of client income tax returns.

Championship Financial Advisors – develops and implements strategies and tactics designed to:

(1) prevent unnecessary tax losses when assets are transferred 
     to survivors and succeeding generations;

(2) protect hard-earned personal and business assets against
     losses resulting from predatory litigation; and

(3) establish both personal and business retirement plans

Championship Financial Advisors – serves as a planning coordinator with other members of the client’s financial and legal advisory team.

Fee Structure:

Our compensation is strictly fee-based. There are no commissions associated with any of the financial advisory or investment management services furnished to clients.  Fees are negotiated separately with each client.

Minimum Investment Portfolio Size:

We specialize in handling accounts with investable assets of $400,000 and up.  In certain instances, consideration can be made for portfolios of $250,000 and up.