STEEPLECHASE WEALTH CONSULTING GROUP Professional Athlete Services “Overcoming Obstacles to Achieve Financial Success” There’s Wealth in Our Approach.™ 181 Washington Street, Suite 500 Conshohocken, PA 19428 Office (484) 530-2852 Fax (484) 530-2842 75 State Street, Suite 1700 Boston, MA 02109 Office (617) 725-1701 Fax (617) 725-1777 www.steeplechasewcg.com
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SteeplechaSe Wealth conSulting group · to realize the vast challenges and responsibilities you face. ... profeSSional athlete n Career Unpredictability — Although many athletes
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SteeplechaSe Wealth conSulting group Professional Athlete Services
“Overcoming Obstacles to Achieve Financial Success”
There’s Wealth in Our Approach.™
181 Washington Street, Suite 500
Conshohocken, PA 19428
Office (484) 530-2852
Fax (484) 530-2842
75 State Street, Suite 1700
Boston, MA 02109
Office (617) 725-1701
Fax (617) 725-1777
www.steeplechasewcg.com
RBC WEALTH MANAGEMENT, A DIVISION OF RBC CAPITAL MARKETS, LLC, MEMBER NYSE/FINRA/SIPC.
STEEPLECHASE WEALTH CONSULTING GROUP 1
For many years, you have invested hard work, dedication,
and perseverance into your athletic career. You are now
a member of an elite group who has achieved what many
aspire — a professional athletic career. However, many fail
to realize the vast challenges and responsibilities you face.
And how the decisions you make today will determine
your level of success throughout your lifetime.
the unique challengeS of the profeSSional athlete
n Career Unpredictability — Although many athletes
perform at a high level over the span of two decades, it
is critical to plan against the risks of a shortened playing
career.
n Managing Spending — Implementing a sound budget
is critical when receiving irregular large amounts of
income.
n Retirement Planning — An athlete’s core earning years
are typically condensed into several years. However,
retirement funding may need to last more than 50 years.
n Currency Exposure — Most athletes are paid in
US dollars, yet they may need to hedge against the
fluctuations of a foreign currency.
n Cross Border Relationship Management — Serving
as the primary advisor relationship to keep a seamless
financial transition as athletes residences change
between the U.S. and Canada.
n Tax Planning — Filing a tax return in multiple states,
and at times multiple countries is often cumbersome.
n Managing Real Estate — Owning real estate in multiple
locations requires proper management and planning.
n Asset Protection — High income and High Net Worth
individuals are more likely to be subject to lawsuits.
n Legacy and Charitable Endeavors — Professional
guidance is needed to help an athlete structure their
giving in the most advantageous way.
n Risk Protection — Understanding how to manage
appropriate insurance coverages.
n Managing Target Risk — Athletes with high profiles
and plenty of personal information readily available,
athletes can become easy targets for unwanted
solicitation from unscrupulous businesses, fans
and media.
n Proper Utilization of Debt — Making prudent decisions
when using mortgages, lines of credit, and other
alternative financing techniques.
Your perSonal cfoThe Steeplechase Wealth Consulting Group is a highly
specialized team of professionals who financially advise
with NHL, AHL, CHL, and OHL athletes and coaches in each
aspect of your lives including family and career. The demands
on your schedule are often intense and prevent you from
engaging with multiple advisors and multiple organizations.
Therefore, as your advocate we act on your behalf to manage
all aspects of your financial picture, either directly or with the
assistance of other experts in their appropriate fields.
Our team is dedicated to providing exceptional service,
regular communication, and a sophisticated wealth
planning process.
*International Tax Consulting services available through RBC International Wealth Management.
RBC Wealth Management does not provide legal or tax advice.
n Not FDIC insured n May lose value n No bank guarantee
2 RBC WEALTH MANAGEMENT
our approach The Steeplechase Wealth Consulting Group is committed to
assisting its athletes by taking care of the burden of their
financial affairs, so they can focus on their professional
careers. Our approach looks at the unique circumstances
that affect you and the decisions you must make
throughout each phase of your career.
We understand the responsibilities and stresses that
accompany wealth. Our services are designed to help
professional athletes reduce these pressures and simplify
their lives.
As a client of the Steeplechase Wealth Consulting Group,
you have access to receive the following suite of services:
n Personalized Comprehensive Wealth Planning
n Fiduciary Due Diligence on Money Managers &
Investments
n Aggregation of Financial Assets
n Asset Protection Strategies
n Trust Services
n Philanthropic Planning
n Independent Insurance Review
n Tax Strategies
n Estate and Legacy Planning Coordination
n Cash Flow Management
n Credit & Debt Management
n Visa® Credit and Debit Cards including
RBC Bank Visa® Signature Black Card
n Online Banking and BillPay
n Mortgage and Credit Lending
n Premier Lines of Credits
n International Tax Consulting*
n Health Care Advisory Services
n Cross Border Planning
n Guidance in understanding your
NHLPA Pension/Retirement Options
rBc private Wealth RBC Private Wealth is an exclusive program based on four
key values — relationships, expertise, solutions, and service.
If you hold one million dollars worth of assets with RBC
Wealth Management and have more than five million dollars
of overall net worth, you are eligible to take advantage of
this unique program dedicated to addressing the complex
financial needs of people with significant means.
STEEPLECHASE WEALTH CONSULTING GROUP 3
We will act as the lead of your financial team, aligning
ourselves with you to help ensure the realization of your
goals and objectives.
We have substantial experience in helping high net worth
players, in various stages of their careers, reach their
financial goals. Some of our areas of focus include:
n Deep experience in building your team of experienced
professionals (agents, consultants, etc.)
n Partnering with trust attorneys, professional money
managers, insurance specialists, and retirement
planning specialists to help develop advanced
investment plans
n Entry level contract cash management
n Signing bonus cash management
n Techniques for asset protection, income stabilization,
and estate planning
n Financial strategies for transitioning out of the league
and into another career or retirement
n Helping premier players plan for uncertainties of
income if a career is unexpectedly cut short
our commitment to our plaYerS
As a team, our superior service distinguishes us from other
wealth management firms. At the core of this service is
open communication. Our clients appreciate that we are
readily accessible to address their questions or concerns.
To ensure that our clients receive the level of service
they deserve, the Steeplechase Wealth Consulting Group
limits our client base, specifically to care for the needs of
professional athletes, their families, and affiliates.
As a client, you will receive:
n Open Access to Our Team of Financial Professionals
n Personal, Face-to-Face meetings
n Direct email and phone access to each of the
Steeplechase Wealth Consulting Group team members
the SteeplechaSe Wealth conSulting group guiding BeliefS
n Retaining competent professionals to coordinate your
financial affairs helps to ensure your long term success.
n Our client’s best interests will always be paramount
n Successful investors maintain a patient, long-term
perspective.
n Face-to-face contact with our clients on a regular basis
is critical.
n The cost of professional, unbias financial advice is