The prospect of building wealth through a successful career in professional sports has never held more appeal. But like any market, with increased demand for financial products has come increased supply. Athletes are faced with what can be daunting choices.
As an Investment Adviser Representative with LPL Financial Services and registered with the NFLPA, I can help you define short-term cash flow needs with long-term investment objectives and build a personalized investment portfolio designed to pursue them. I recognize the importance of getting to know you, your financial needs, your financial goals and your lifestyle.
Next Level Financial Group was established to provide ongoing professional guidance to athletes while helping them pursue their individual investment objectives. I am able to do this by offering truly objective financial advice on a fee basis through LPL Financial. This method of compensation allows me to adjust your investment portfolio without requiring you to pay commissions.*
Working on a fee basis allows me to:
Customize an investment portfolio that is designed to help you pursue your short- and long-term investment goals.
Support you with ongoing professional guidance, timely information about your account and updates on the world's financial markets.
Manage your portfolio and make investment changes without commissions* as your objectives or the economic climate changes.
If you would like any further information about fee-based asset management or other areas of investing, please don't hesitate to contact me.
* Nominal transaction charges may apply.
Securities and advisory services offered through LPL Financial,
a Registered Investment Advisor, Member FINRA/SIPC.
The LPL Financial registered representative associated with this page may only discuss
and/or transact business with residents of the following states:
© Next Level Financial & Jon Peterson 2011