The Playbook

The Playbook: Your Game Plan for Financial Success

Welcome to the Playbook

At Playmaker Financial, we know every champion started with a plan—a playbook built for winning, not just hoping. In sports and in life, having the right strategy makes all the difference. That’s why our Playbook isn’t some off-the-shelf advice. It’s a living, breathing guide, crafted from decades of experience, and personalized to your unique journey as a student-athlete, young professional, or future legacy builder.

Think of this page as your locker room chalk talk. We’ll break down the winning moves, call out the traps, and give you the confidence to step out on the field and own your financial future. **From NIL to legacy—**we got you.

Why Every Athlete Needs a Playbook

Athletes live and die by preparation. You don’t run onto the field without knowing the plays, studying the opponent, and having a team around you. The same is true with money—especially today, when opportunity and risk come at you fast.

Without a Playbook:

You’re vulnerable to financial predators (the ones who promise big and deliver little)
Taxes, contracts, and investments can feel like a foreign language
Bad decisions can set you back years, or even cost you everything

With the Playmaker Playbook:

You move with confidence, not fear
You have a team—real experts, not just salespeople—watching your blindside
You get strategies that adapt as you grow: college, pro, entrepreneur, legacy

What’s Inside Our Playbook?

Here’s how we break down the game:

Game Theory: Understanding the Playing Field

Money isn’t just numbers—it’s a game with rules, risks, and rewards. We start by making sure you actually understand the basics:

How to read the scoreboard (net worth, cash flow, credit)
Spotting your strengths and weaknesses
Knowing the “opponent”—bad advice, scams, taxes, and flashy spending traps

2. Drafting Your Team

No champion wins alone.
Your “team” at Playmaker includes:

Ron McCoy: Over 40 years in the market, mentor to athletes and families
Logan McCoy: Peer leader, top QB, invested alongside you
Jamie Dukes: NFL veteran, proof that winning off the field matters
Karim Rahemtulla & Marc Lichtenfeld: Our all-star advisory board, bringing Wall Street insight and real-world playbooks

Designing Your Custom Game Plan

Every athlete is different. That’s why we build your Playbook from the ground up, with plays like:

Setting up tax-smart accounts (Roth IRA, SEP, custodial, etc.)
Saving and investing the right way, with real examples (not just theory)
Picking the right “investments”—from dividend stocks to income opportunities (in plain English)
Protecting your money from losses, lawsuits, and mistakes
Planning for both the next season (today) and your legacy (tomorrow)

Practice and Execution

No one becomes a pro in one training camp. We’ll show you:

How to build winning financial habits—just like training for your sport
What to automate, what to watch, and how to spot red flags
How to review your game film (performance) and adjust when life changes

And most importantly—your family. We bring them into the huddle, because your support network is part of your legacy.

Accountability and Support

Game plans work when you’ve got coaches and teammates keeping you honest.

Regular check-ins (not just once a year)
Transparent reports, plain-English explanations, zero surprises
Real talk when it’s time to call an audible (change course)
Access to our whole team when you need answers—no more being left in the dark