With such a demanding schedule, you may not spend a lot of time thinking about your finances — much less your financial future. However, despite our busy lives, we all want to know that our hard work and diligence will pay off. Making the right financial decisions now can have a positive impact for decades to come.

At Warren Averett, our goal is to ensure your finances are handled in a way that meets your goals, minimizes tax challenges and secures your legacy. Our professionals can coordinate the administration of your financial game plan through regular communication and follow through on your requests. We provide a solution that fits your busy schedule, built on trust and hard work. We understand your time is limited during certain points in the year, so we work with you to concentrate on your finances during your off season. From daily cash flow, to annual tax filings and asset management, our professionals can provide you with the peace of mind of knowing that the important things are taken care of. Warren Averett strives to be your trusted advisor. With multiple former professional athletes currently employed by our Firm we understand your unique financial needs.

Our team of advisors offers the following services:

Accounting and Taxation

  • Income tax planning and multi state income tax minimization strategies
  • Preparation of all federal and state tax returns
  • Focus on athlete specific deduction strategies
  • Charitable contribution strategies
  • Formation of charitable foundations and completion of annual filings
  • Business consulting
  • Tax notice resolution

Financial and Personal Services

  • Bill pay and monthly bank reconciliation service
  • Building credit for future purchases
  • Personal financial wealth management monthly reporting
  • Cash flow management
  • Retirement planning
  • Family gifting strategies
  • Estate planning and asset protection strategies
  • Insurance review (life, property, liability)
  • Career transition