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  3040 Post Oak Blvd., Suite 400
Houston, Texas 77056
Phone: 281-220-2700
Fax: 713-622-1440
 
 
 
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For Professional Athletes
 

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……

 

 
Rick Ray          -          Robert Ramsey

 

 
 

3040 Post Oak Blvd Suite 400, Houston, TX 77056
Phone: 281-220-2700 Fax: 713-968-0125 Email: rray@wealthdesigngroup.net

Securities products and services are offered through Registered Representatives of Park Avenue Securities LLC (PAS). Wealth Design Group is not an affiliate or subsidiary of PAS.
PAS is a member FINRA/SIPC.

Guardian and PAS, its representatives and employees do not give tax or legal advice

The Registered Representative is securities licensed in Texas and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.

The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.

This Internet site may provide links to other sites for your convenience in locating related information and services. This Agency, The Guardian Life Insurance Company of American (Guardian) and Park Avenue Securities, LLC (PAS) do not maintain these other sites and have no control over the organization that maintain the sites or the information, products or services these organizations provide. This Agency, Guardian and PAS cannot make any representation or warranty as to the accuracy, timeliness, suitability, this Internet site or incorporated herein, and take no responsibility therefore. The Agency, Guardian and PAS do not recommend or endorse these organizations or their products or services in any way.

 
Copyright (c) 2006 Wealth Design Group. All rights reserved.