Sports industry professionals don’t just work in this business – they live in it. Work and home life can be all-consuming, leaving little time for the practical matters of money management. The McGee Wealth Management team helps executives from Northwest companies such as Nike, Yakima, Adidas, Leatherman, and Columbia Sportswear simplify their financial lives so they can focus on their families, hobbies and recreation. Our 24/7 financial planning system and concierge services can help make life an even richer experience. Clients potentially become financially organized and better focused on their end game. They may address tax and legal matters with more confidence.
Raymond James is not affiliated with and does not endorse Nike, Yamika, Adidas, Leatherman, or Columbia Sportwear.
Sports industry professionals don’t just work in this business – they live in it. Work and home life can be all-consuming, leaving little time for the practical matters of money management. The McGee Wealth Management team helps executives from Northwest companies such as Nike, Yakima, Adidas, Leatherman, and Columbia Sportswear simplify their financial lives so they can focus on their families, hobbies and recreation. Our 24/7 financial planning system and concierge services can help make life an even richer experience. Clients potentially become financially organized and better focused on their end game. They may address tax and legal matters with more confidence.
For informational purposes only, Mercer Advisors is not affiliated with and does not endorse Nike, Yamika, Adidas, Leatherman, or Columbia Sportswear.
Josh and Lisa live in Lake Oswego with their son, Kallen, 10, and daughter, Cydney, 13. Both are sports apparel store employees at the E-band level with generous benefit packages. They plan to buy a vacation home, travel extensively, and send their children to any college of their choice. Once Lisa retires, she wants a second career giving back, while Josh would like to coach high school football. McGee Wealth Management specializes in helping employees maximize their company benefits, build and manage wealth, and mitigate income tax liabilities through planning.
Planning Highlights
The financial planning process started with Josh and Lisa sharing their expectations, hopes and goals. They provided financial information, current benefit options, cash needs and cash flows, tax returns and estate documents for review.