Stadium Financial works with a variety of clients
We focus on comprehensive financial planning because each client has their own unique set of circumstances. Here are some groups our clients are a part of:
Growing up as a coach’s son, playing football in college, and being a Director of Football Operations has given me unique insight into what coaches go through.
I’ve been in your shoes. I know how football offices operate. Win and you’re the greatest guy on the planet; lose and you’re looking for your next job. Football coaches have zero job security so it’s critical to know where you stand financially…
What will my retirement look like?
Am I saving enough for retirement?
Can I afford to send my kids to the schools they want to go to?
I also know the last thing you have is the time to try figuring all of this out yourself. That’s why I design financial plans around a football coach’s unique challenges.
I’ve also designed how I do business with a typical football coach’s schedule in mind. I know there are days when the only time you can talk is 10pm. I know the times of the year I can call during the day because you’ll be driving to your recruiting area or evaluating possible draftees.
Maybe you hand all of this over to your spouse; that’s fine too! You are in good shape as long as someone in your home is working with Stadium Financial to ensure your family’s future.
Accumulators are people in the early and mid phases of saving for retirement, home purchases, kids college funds, etc.
You could just be starting out, with no savings and student loan debt, but you just got your first job and want to start getting that 401k match!
Or maybe you are a corporate executive with high income and trying to make the smartest choices with your extra cash flow.
You generally want to know what number you need to shoot for and how much to save each year to reach your goals. We help keep the plan easy for you so you can focus on what’s important.
You are still working but retirement is getting close.
Maybe you are currently 62, want to retire at 65, and collect social security at 67 while your spouse is 59 and wants to retire and collect social security at 62.
That’s a lot to sort through as far as employment income ending, social security starting, and are there any gaps in between the two?
We’ll work together to nail down the timing of all the different cash flows to give you peace of mind as you enter retirement. We’ll also manage your investments as you transition to full retirement, outlined below.
Retirement can be an amazing time of your life but it can also be very stressful. For the first time, you no longer have a steady paycheck coming in and now have to rely on the income from your investments… which account should you pull money out of first? How much can you pull out without going broke? What should you invest in that won’t lose everything during the next market crash?
Stadium financial’s planning and investment process will take that stress away:
- First, we’ll set a floor and ceiling for your retirement money. This will make it easy to see if you are in the safe zone or if adjustments need to be made.
- Next, our investment process will give you peace of mind with enough safe assets to outlast any downturn and a diversified stock portfolio to continue growing.
- Finally, we’ll integrate social security planning with a tax-efficient withdrawal strategy.
This framework ensures you don’t run out of money and can live better than ever in your golden years.