After the playing career
Short answer: The Hockey Wealth Group lists income replacement, NHL pension analysis, tax planning and investment management as its planning topics for retired hockey players, and describes a free three-step initial case analysis[1][2].
What planning topics does the firm list?
The firm lists four topics under “financial planning for life after hockey”: income replacement, NHL pension analysis and options, tax planning and investment management[1]. It frames them as questions players ask, such as how much can be spent after the NHL paychecks stop, when and how a pension is received, whether too much tax is being paid and whether an investment strategy should change at this stage of life[1][2].
What does the firm say about income and spending?
The firm says its retirement planning process is designed to help a client understand a safe spending amount, set a framework for large one-time purchases and spend less emotional energy worrying about the future[1]. It describes “safe withdrawal income strategies to bridge the gap”[3]. This wiki does not evaluate those claims and no outcome is implied.
What does the firm say about taxes?
The firm says it helps clients understand how different accounts are taxed, identify future tax liabilities early, coordinate with cross-border tax specialists and consider charitable giving strategies[1]. See NHL jock tax.
What does the firm say about investing?
The firm says retirement accounts should be intentionally managed to support a client’s goals, that it favors low-cost, globally diversified portfolios, and that it monitors accounts daily to keep them aligned with the plan[1]. Its own notices page warns that investing involves risk including loss of principal, and that no strategy can guarantee a profit or protect against loss[4].
How does the firm say a relationship begins?
The firm describes a free initial case analysis in three steps: a 15-minute discovery call, a one-hour introductory Zoom meeting with the team, and a review meeting at which the team outlines items it sees, after which it asks whether the person wants to work with the firm[2]. It says it intentionally limits the number of introductory calls and, if the two are not a fit, will introduce the person to another firm[2]. It also says it has intentionally limited the number of clients it serves and that its expertise fits best for current or retired hockey players[2].
What should a reader keep in mind?
This page describes what one firm says it offers. It is not a recommendation, and whether any approach fits a person depends on that person’s facts. See fees and Form ADV for the firm’s disclosed fees and conflicts.
Frequently asked questions
What does the firm say its introductory process is?
A free initial case analysis: a 15-minute discovery call, a one-hour introductory meeting and a review meeting.
Does the firm say it works only with hockey players?
It says its areas of expertise fit best for current or retired hockey players.
See also
References
- ^ a b c d e f Our Services. The Hockey Wealth Group (hockeywealth.com). Retrieved 31 October 2026.
- ^ a b c d e Schedule a Call. The Hockey Wealth Group (hockeywealth.com). Retrieved 31 October 2026.
- ^ The Hockey Wealth Group Difference. The Hockey Wealth Group (hockeywealth.com). Retrieved 31 October 2026.
- ^ Important Notices. The Hockey Wealth Group (hockeywealth.com). Retrieved 31 October 2026.