Financial Planning
A financial plan is key to accomplishing short and long-term financial goals. The scope of an effective and straightforward plan should cover several aspects such as goal analysis, debt management, investment advice, airline or company benefits, tax planning ...
Retirement Planning
Retirement planning begins long before your final flight. We approach retirement planning with a long-term view to ensure you can make this transition as smoothly and stress free as possible. Using a life-cycle approach, we help you plan for your “life after work”...
Investment Advice
Our investment advice is anchored by the belief that capital markets work but market timing does not. Creating and preserving wealth requires discipline and focus on the long-term. Ours is an ongoing partnership. We will help you find the right investments...
Optimizing Airline or Company Benefits
Do you know what benefits your airline or company offers? Many pilots quickly go through the benefits during open enrollment. Employer benefits are becoming more robust and generous. Understanding your choices and selecting benefits that complement your...
Planning For Children and others
Your family is important. It is critical to consider what will happen to your family if you or your spouse becomes disabled or passes away. The loss of medical should be top of mind for every pilot. You can expect us to help you identify the appropriate amount...
Debt Counseling
Is your debt helping you or hurting you? While every client has a different perspective on debt, we will help you view it in relation to your financial plan and lifegoals. Decisions about past, current or future debt can be daunting...
Taxes
As a pilot with high earning potential, taxes must be planned for and managed. Some tax planning strategies will have immediately visible results while others will take much longer to see. Investing with foresight and proactivity are the best ways to anticipate...
