Welcome to Ulin & Co.’s concierge-level [Plan-Protect-Execute] Professional Athlete Wealth Program
Ulin & Co. provides sound investment management, wealth counseling and retirement planning expertise that aligns with your unique needs, goals and vision of your financial future as a professional athlete before and after you retire.
We serve as your personal “CFO” and trusted “financial coach” every step of the way. Established in 2002, our branch is an affiliate of Independent Financial Partners (IFP) and aligned with LPL Financial, the nation’s largest independent broker-dealer.* As an independent SEC-Registered Investment Advisor (RIA), Ulin & Co. takes great pride in working free from proprietary products, sales goals or conflicts of interest.
Our focus is to work seamlessly with your family as well as with your professional team of sports agents, managers, CPA’s and attorneys’ to help coordinate your financial life, get you organized and work to improve and maintain your financial health and your money-mindset.
Your relationship manager, Jon W. Ulin, CERTIFIED FINANCIAL PLANNER™, Private Wealth Advisor and CEO of Ulin & Co., brings 20+ years of experience to the table to help get you financially on track while providing an objective approach you can trust with our concierge-level [PLAN-PROTECT-EXECUTE] Professional Athlete Wealth Program.
Your Next Steps
We believe in empowerment through education and financial literacy. There is no better way to get control back over your finances before or after your professional career- than by creating a financial game-plan and working with an accredited financial advisor and coach.
As part of our concierge-level Professional Athlete Wealth Program, we will be available to you 24/7 as your personal financial advocate to discuss any financial matters that arise and help you to make smart decisions with your money, life and personal finances.
Our success is measured by our client’s success, which is a benefit that goes well beyond the numbers. We provide a personalized approach centered on life-time relationships founded on mutual trust and respect.
*As reported by Financial Planning Magazine, June 1996-2015 based on total revenue.
We can help keep you financially on track, work to avoid the blind-spots and allow you to focus on what is most important- your career, team and family. Experience the difference of working with an accredited advisor and experienced team that truly cares about what matter most to you and your family.
Our team members are multi-talented with many years of experience and bring a tenacious work/life attitude to the table. We are branch owners of our own firm (like a franchise) and not just employees at a big bank. Our mantra is to always “be at 100” for our clients 24/7.
Plan: Financial & Retirement Planning
Protect: Insurance & Estate Planning
Execute: Wealth Management ServicesHow may we help you reach your goals?
About LPL Financial (Broker-Dealer Video)
Smart Money Matters – Jon Ulin, CFP®
Your Financial Future
Why Work With A CFP® -Pro
Ulin & Co: Modern Investing, Traditional Approach
-National Independent Broker-Dealer Access? YES! √
-SEC Registered Investment Advisor Firm? YES! √
-Recognized CFP® professional? YES! √
-Fee-Based Portfolio Management? YES! √
-Retirement Income Planning? YES! √
-Diligent Research? YES! √
-Concierge Service? YES! √
-Fiduciary Focus? YES! √
-Clear Reporting? YES! √
-Genuine Approach? Absolutely!!
Through our experience, exceptional resources and concierge-level service, we believe we can greatly help you to get you on track and stay on track for your financial future, one step at a time.
Focus On Your Financial Future
Read Ulin’s blog: 3 Football Strategies to Help Score a Successful Retirement.
“It’s not whether you get knocked down, it’s whether you get up.” – Vince Lombardi
Why Professional Athlete Wealth:
While organizations including the NFL conducts workshops for players covering topics such as substance abuse, gambling and personal finance, their effectiveness is a matter for debate. Many pro athletes may assume the money will keep flowing in for years, but that’s usually not the case.
The need for financial advice is indisputable, as the average career of a professional athlete is typically anywhere from only 3-5 years. The challenge is making the earnings of a relatively short career last a lifetime.
In “Going for broke: When athletes lose it all,” (CBS 9/13/2015) it is noted that athletes should take some sort of “financial boot camp” beyond courses offered in college. According to league statistics, the average career in the NFL is a little more than 3 years; Major League Baseball, about 5. The NBA is right in the middle. But planning for that kind of early, early retirement isn’t on most rookies’ minds when they hit the lottery.
Of the approximate 2,000 college football players drafted during the 8 years 1996-2003 who went on to play in the NFL, 1 out of 6 athletes (i.e., 15.7%) filed for personal bankruptcy within 12 years of retiring from the league (source: National Bureau of Economic Research).
Even more disturbing, is that athletes often delegate too much and oversee too little. Some entrust others not just to make the big financial moves but to pay routine bills. As noted in Wikipedia, “Only one out of every three professional athletes is focused on the business side of his or her career”.
Money Smart Athletes
There are some pro-athletes that got Money Smart before and after retirement as noted in 8 Ex- NFL Starts Made a Fortune. Bucking the perceived trend, these former football stars hang onto — and even grow — their nest egg.
Developing disciplined financial habits are not skills taught in college. The 7th tip in 10 Secret Mindsets of Multi-Millionaires points out to “Produce Relentlessly.”
A famous NBA player confided that he cannot go a day without shooting 1,000 shots every day. Financial success takes the same amount of grit and focus. Attaching yourself to your purpose is the secret to becoming a success both on and off the court.
Call Jon today at (561) 210-7887 to learn more about our concierge-level [PLAN-PROTECT-EXECUTE] Professional Athlete wealth program and to set up a complementary consultation.