Kyle Schmidt, Cfp® Email & Phone Number

Ballplayers – from the newly drafted to the newly retired – have financial planning needs and goals unique to their profession. This goes well beyond simply investing their wealth. I specialize in areas such as household finance, proactive tax planning, asset protection, and estate planning. I also advise my clients on the MLB Investment Plan (401k), the MLB pension plan, and MLB health insurance choices post-career. Our investment strategies are individually designed to meet the player’s goals and objectives necessary for long-term success.The Baseball Division of BIP Wealth has built the platform to serve professional baseball players.• We build a financial plan AFTER listening, gathering information, and understanding the player’s specific goals.• We utilize an evidence-based, low cost, and diversified investment philosophy. Transparency is key.• We work with experts to implement tax, insurance, and estate planning strategies.• We monitor and review the plan on an ongoing basis to achieve goals and make adjustments when necessary.• We consistently communicate with the player to make changes to the plan as circumstances and goals change.Thanks for reviewing my profile page. Feel free to email me directly at kschmidt@bipwealth.com if you are interested in more information.

Listed skills include Estate Planning, Writing, Camps, Responsibility, and 64 others.