Listen to our popular Pilot’s Portfolio Podcast
Listen to our popular Pilot's Portfolio Podcast to get answers to your questions!We are Financial Advisors for Pilots
Guiding you through your career and into retirement.
Live abundantly.
WHAT WE DO
we help pilots make great financial decisions
We know the complexities of your goals and finances change as you move through life. This requires an alert hand on the controls and timely inputs. Our team of experienced financial advisors meticulously analyzes your unique set of financial facts. In pursuit of your life goals we will consider factors such as your investment portfolio, your risk tolerance and risk capacity. We believe it’s important to help you understand how you’re doing along the way. As specialists in wealth management and financial planning for professional pilots, our mission is to provide you with direction and clarity.
AIRLINE
PILOTS
Airline pilots lead dynamic lives, and can have unique financial challenges. Our advisors have practical experience in what it means to be a pilot and bring this expertise when helping you plan for your immediate needs and your long-term goals. From retirement planning to tax optimization, we’re here to ensure a smooth flight for your financial future.
BUSINESS AVIATION PILOTS
Business aviation pilots operate in a parallel but entirely different world than their airline colleagues. Without the company NEC, business aviation pilots shoulder a greater retirement savings responsibility. Business aviation pilots may also have stock options and irregular compensation arrangements. Creating financial solutions designed to address the challenges faced by this unique profession is our passion.
TRANSITIONING MILITARY PILOTS
Transitioning from military service to a civilian career is a significant life change. Our firm understands the specific financial challenges faced by transitioning military pilots and offers personalized advice to help you secure your financial future. From cash flow and timing questions to retirement and investment planning and insurance selection and health care strategies we’re here to guide you through this transition.
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An annual wage of $335,891 puts you in the top 5 Percent of us earners
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Percent of Americans earning above 150k annually Who live paycheck to paycheck
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Percent of American Millionaires who believe their financial plan needs improvement
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Percent of American Millionaires WHO hired a financial planner to help them grow and protect their wealth
Sources: (1) Social Security Administration 2021 data, (2) BofA 2024 Survey, (3) Northwestern Mutual 2024 Planning & Progress Study, (4) Northwestern Mutual 2024 Planning & Progress Study
Sources: (1) Social Security Administration 2021 data, (2) BofA 2024 Survey
HOW WE DO IT
We Bring Precision, Experience and Care to Your Wealth Management
Our fundamental approach to creating and maintaining financial freedom is based on using principles that work and applying them to your life. Our comprehensive planning takes a 360 degree view. We review your current financial facts, goals and existing resources—and consider aviation industry trends, your career projection, potential pitfalls, changing circumstances and more. We work with you to determine which financial strategies can help you live abundantly with confidence.
RETIREMENT PLANNING
Retirement planning begins long before your final flight. Our long-term approach ensures you can make this transition as smoothly and stress free as possible.
Investment Management
We use a fiduciary and disciplined approach for the stewardship of your assets. We adhere to specific investment management strategies to help you grow, protect, and maximize your assets.
TAX planning and prep
As a pilot with high earning potential, taxes must be planned for and managed. Tax planning is the best way to anticipate, manage and reduce your current and future tax liability.
Union & Airline Benefits
Employer benefits for pilots are becoming more robust and generous. We’ll help you understand your benefits and make the right selections for your family.
Are you a pilot with questions about your retirement benefits?
Select a major airline to dive into key details about your specific retirement benefits
