Octagon Sports

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What We Do

Athletes generate a lifetime of earnings over a relatively short period of time so there is little margin for error. A team of professionals is needed to preserve and grow this wealth. That team is Octagon Financial Services.

Octagon Financial Services provides professional athletes with one source for all their wealth management needs, acting as an independent advisor for all financial matters and helping to simplify and streamline the demands of wealth management. Our team of financial professionals takes a comprehensive approach to wealth management by offering the following package of financial services:

Investment Management
  • Establish savings goal
  • Develop asset allocation model
  • Implement investment strategy
Insurance
  • Evaluate needs
  • Review recommendations
Tax Planning
  • Prepare U.S. and foreign tax returns
  • Provide ongoing tax advice
 Estate Planning
  • Review need for wills, trusts and wealth transfer plans
Cash Management
  • Establish budgets
  • Pay bills
  • Manage debt
 Other Services
  • Assist in securing mortgages, loans and credit cards

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It is not known whether the pictured clients approve or disapprove of Octagon Financial Services or the advisory services provided. The pictured clients were not chosen using any performance based criteria, but rather for their outstanding achievement in their personal sport.