Champion’s Financial Edge
Financial Planning -- Bookkeeping -- Tax
For Jockeys and Horsemen
Jockeys: Are you frustrated with only hearing from your tax preparer once a year? Unsure of where you stand financially throughout the racing season? Tired of being surprised with large tax bills? With regular check-ins and proactive strategies, I provide high-touch support to keep you ahead, organized, and on track to achieve your financial goals.
Work with me to translate your racing success into financial success!
What We Do
Establish Your Financial Foundation
Gain clarity on your finances:
Understand how much you earn
Track how much you spend
Know what you owe in taxes
Prepare for the unexpected, including dry spells and injuries, by creating a resilient financial strategy
Develop Your Core Retirement Plan
Plan for a secure future:
How you can fund a retirement that keeps pace with decades of rising costs
Build a personalized strategy with the right savings rate, account types, and investment allocation to meet your goals.
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Other Goals
Manage and eliminate debt
Save for a home purchase
Plan for your children’s education expenses.
Build an emergency fund for unexpected expenses.
Invest in personal and professional development opportunities
Plan for significant life events, such as weddings or starting a business
Comprehensive Tax Strategy
Throughout the process, I focus on strategies to reduce the taxes you pay over your lifetime, helping you keep more of what you earn.
Service Packages
Apprentice
For newer jockeys building their financial foundation.
Business Bookkeeping
Quarterly Estimated Tax Payments
Tax Filing
Budgeting
Establish Emergency Fund
Debt Management
Insurance (Life/Disability/Property/Health)
$400 Per Month
Journeyman
Ideal for established jockeys ready to put their earnings to work and grow their wealth.
All Apprentice Services
Full Financial Plan
Ongoing Financial Planning
Investment Management
Each service listed above is addressed in a custom manner based on the specific needs of the client. The listing of a specific service or financial planning area above does not imply that they are discussed at every single meeting. Please see the annual service calendar below for the schedule of recurring topics.
$500 Per Month
+
1% Annual Investment Management Fee (Billed Monthly)
Hall of Famer
Crafted for successful jockeys focused on building, preserving, and transferring significant wealth.
All Journeyman Services
Establishing S Corp
Managing W2 & Distributions for S Corp
Payroll Tax Filings
Establishing & Managing Retirement Plans
