WHERE PERFORMANCE MEETS
PEACE OF MIND
Motorsports careers move fast. We help bring structure, strategy, and long-term perspective to the financial decisions that matter most.
Comprehensive Wealth Management.
Built for the Motorsports Community.
WHY MOTORSPORTS?
A race can be won or lost by just 0.1 seconds. Building wealth is the same — the smallest details compound into the biggest results.
We know the pace, the volatility, and the pressure. We’ve lived it. We're here to make sure your off-track finances match your on-track focus.
A DIFFERENT KIND OF CAREER REQUIRES A DIFFERENT KIND OF PLANNING
From the demands of race season to long-term wealth planning, the financial life of a motorsports professional can be complex. We help simplify the moving pieces so you can stay focused on performance, family, and the road ahead.
WHO WE SERVE
PROFESSIONAL
DRIVERS
RACE TEAM OWNERS
& EXECUTIVES
INDUSTRY SPONSORS
& VENDORS
MOTORSPORT
BUSINESS OWNERS
MEDIA PERSONALITIES
TRACK / SERIES
PROMOTERS
CHARITABLE
ORGANIZATIONS
PERFORMANCE
DRIVING SCHOOLS
OTHER MOTORSPORTS
PROFESSIONALS
COMPREHENSIVE WEALTH MANAGEMENT SOLUTIONS
TAILORED TO EACH CLIENT’S SPECIFIC NEEDS
HOW WE HELP
FINANCIAL
PLANNING
INVESTMENT
MANAGEMENT
TAX
STRATEGY
RETIREMENT
PLANNING
LEGACY
PLANNING
Driving Confidence Beyond the Track...
IN ADDITION TO OUR COMPREHENSIVE WEALTH MANAGEMENT SOLUTIONS, WE OFFER:
Specialized Planning
RETIREMENT & POST-CAREER TRANSITION PLANNING
INCOME SMOOTHING | CASH FLOW | BUDGETING
TEAM OR BUSINESS SUCCESSION STRATEGIES
TAX COORDINATION FOR COMPLEX JURISDICTIONS
TEAM & SPONSOR CONTRACT ANALYSIS
(in collaboration with legal partners)
BUSINESS STRUCTURE FOR TEAMS & OTHER VENTURES
OFF-TRACK BUSINESS INVESTMENT REVIEW
RISK MANAGEMENT & ASSET PROTECTION
COLLABORATION WITH MOTORSPORTS ATTORNEYS, AGENTS, MARKETING REPS, & TRAINERS
and much more…
+ Included With Every Relationship
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For the day-to-day and big-picture decisions that shape your financial life.
Goal Planning
Cash Flow Planning & Budgeting
Major Purchase Planning
Debt Management Strategy
Life Transition Planning
Education Planning
Behavioral Coaching
Ongoing Financial Decision Support
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A disciplined investment approach aligned with your goals, risk tolerance, and time horizon.
Portfolio Construction
Asset Allocation
Portfolio Rebalancing
Risk Management
Tax-Efficient Investing
Ongoing Portfolio Monitoring
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Planning designed to help improve after-tax outcomes over time.
Tax Prep Coordination
Roth Conversion Analysis
Charitable Giving Strategies
Tax-Efficient Withdrawal Strategies
Capital Gains Planning
Tax-Loss Harvesting
Multi-Year Tax Planning
Year-End Tax Planning
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Helping you prepare for the retirement you dream of and create a sustainable income strategy for the years ahead.
Retirement Readiness Analysis
Retirement Income Planning & Withdrawal Strategy
Social Security Optimization
Medicare Considerations
Pension Elections
Required Minimum Distributions
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Helping align your financial plan with the people and causes that matter most.
Estate Planning Coordination
Beneficiary Reviews
Trust Planning Coordination
Generational Wealth Transfer Planning
Family Meeting Facilitation
Wealth Education for Heirs
Charitable Legacy Planning
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Making sure the foundation of your financial life is protected.
Emergency Preparedness Planning
Asset Protection Coordination
Life Insurance Review
Disability Insurance Review
Long-Term Care Planning
Liability Considerations
Why POINT ONE
BECAUSE WE UNDERSTAND…
How to plan when your income depends on results
That family legacy and team continuity matters
The risk that comes with every turn, every lap
That peace of mind off-track is a competitive edge
We simplify the complex financial lives of motorsports professionals with planning built for speed, precision, and legacy.
No Pressure - Just Insight
Schedule a Strategy Session -or- Meet Us at Your Next Event
