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We have multiple tiers of service available.

WORK WITH US

Varsity Playbook

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  • Playbook-driven financial guidance designed for your unique game plan

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  • Empowering you to make winning financial moves with confidence

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  • Coaching you through every play of your financial journey

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  • Custom strategies to help you score big in your financial future

Varsity Gameplan

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  • A 360-Degree Game Plan for Winning Wealth Management

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  • An All-Star Lineup of Services—from Financial Planning to Estate Planning

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  • Simplifying Your Financial Playbook for Championship-Level Success

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  • Keeping Every Play in Your Financial Playbook Aligned with Your Goals

Varsity Franchise

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  • ​​​A Championship Game Plan Designed for Your Business and Personal Success

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  • Comprehensive Playbook Covering Employee Benefits, Executive Compensation, and Tax Planning

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  • Streamlined Strategies to Keep Your Business and Personal Finances in Perfect Alignment

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  • Tailored Coaching to Maximize Growth, Minimize Taxes, and Protect Wealth

LET'S TALK

CREATE YOUR FINANCIAL PLAN WITH US NOW!

Your questions deserve expert answers.

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Varsity Talks Podcast

Varsity Talks brings you the latest in education, sports, finances, real estate, business, and more. Each episode features high-profile guests revealing how sports shaped their financial journeys, beliefs, and habits.

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