Why We Exist
Our Mission
Our mission is to empower athletes and first-generation earners to build lasting wealth—because income is temporary, but investing and ownership changes everything.
We know what it feels like to earn money without guidance. Never being taught how to manage a budget, invest, or plan for taxes. That’s why we’re here: to make sure the next generation doesn’t have to do it alone.
We work with current and former athletes, high performers, and young professionals who want more than quick checks and highlight reels. We help them make smart money moves while they’re still earning—so they’re not starting from scratch when the season ends.
Through one-on-one strategy sessions, business setup support, real estate education, and investment coaching, we guide our clients from the first check to the first property—and far beyond. Our approach is personal, practical, and rooted in lived experience.
This is about more than money. It’s about legacy. We’re building a community of earners who own their future. Because when the game is over, life is just getting started.
What We Offer
From budgeting, tax prep, to real estate investing and business strategy—we help athletes take control of their money, protect their income, and build wealth while they’re still in the game.
Investment Strategies
Grow Your Wealth
From your first business to your first property—or your first investment account. With licensed experts on our team, we help you set up and manage brokerage, retirement, and wealth-building accounts tailored to your goals. Whether it’s real estate or the right portfolio, we make sure your money is moving with intention.
You’re building a brand, a career, and a future. That means you need more than hype—you need a team that moves like a business.
Here’s who should be in your financial starting lineup:
✔️ Financial Coach – For budgeting, goal-setting, and building smart habits
✔️ Tax Strategist – To keep more of what you earn and stay compliant
✔️ Accountant/CPA – For filings, write-offs, and audit protection
✔️ Real Estate Expert – For turning income into ownership and passive income
✔️ Business Strategist – To help launch, grow, and protect your business structure
✔️ Licensed Investment Advisor – To grow your money beyond the field
✔️ Brand & NIL Manager – To help monetize your name the smart way
✔️ Legacy Planner – To secure your future and build generational wealth
Need all of these?
We’ve got you covered—right here, under one roof.
Meet The Team
Dedication. Expertise. Passion.
We know the playbook because we wrote our own.
We have been where you are—and built what you’re building.
Real experience. Real strategy. Real results.
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Testimonials
Client Testimonials
Our clients' success stories speak volumes about the impact of our planning services on their lives. Discover how 5th Quarter Legacy has helped athletes achieve their financial goals.
Sarah's Testimonial
Sarah's testimonial showcases the transformative power of 5th Quarter Legacy's financial planning services. Her journey to financial stability is a testament to the effectiveness of our tailored strategies.
David's Testimonial
David shares his experience working with 5th Quarter Legacy and how our investment strategies have secured his financial future. His success story highlights the value of our personalized financial services.
Linda's Testimonial
Linda expresses her gratitude for the comprehensive financial education she received at 5th Quarter Legacy. Our commitment to empowering athletes through financial knowledge has positively impacted Linda's financial decision-making.
