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Wealth
Design Group, LLC is a financial services
firm built to serve today's professional
athlete and the advisors that serve
them. We understand the unique challenges
that professional athletes face. We
specialize in areas of investment
strategies, insurance and wealth protection.
Owner Rick Ray is a registered player
financial advisor with the NFL Players
Association.
Our
primary goal is to help our clients
be as successful off the field in
their financial life as they are on
the field in their careers as professional
athletes.
With the Living Balance
Sheet, our professional athlete client's
financial information is updated and
organized. All of their data is password-protected
in a secure, encrypted personal Web
site, accessible 24/7, from anywhere
with internet access.
This technology allows
our professional athlete clients to
consolidate their financial information,
such as insurance coverage, bank balances,
investment accounts, but they can
also:
" Monitor other
assets, such as business interests
and real estate holdings.
" Monitor airline and hotel awards
programs, and be automatically notified
of eligible offers.
" Store copies of tax and legal
documents.
" Store treasured photos, audio
recordings and videos.
Our unique "Wealth
Design Process" has been instrumental
in helping our clients reach their
maximum financial potential. The six
step process is guided by one of highly
trained financial professionals and
provides a systematic way to help
our clients make financial decisions.
Our team of financial
professionals is firmly committed
to providing our professional athlete
clients with the professional guidance
they deserve. We don't believe in
a "cookie cutter" approach
to financial services. Our recommendations
are custom designed for our clients
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