Corporate Pilots or Self Employed Pilots

As a Corporate Pilot or Self-Employed Pilot, we understand your financial planning needs are specific and can be complex. We engage in the financial planning process with you at the center and the specifics of your world top of mind. 

  • Uncertainty tied to your operator, or the economics of the underlying industry served 
  • Company Retirement Plan & Benefits 
  • Tax Planning  
  • Equity Compensation (ESPP, ESOP, RSU etc…) 
  • Creating & Managing Self-Employed Retirement Plans 
  • High Income Potential  
  • Loss of Medical Concerns 

 

Who We Serve | Financial Retirement Plan | Cetera Investors

 

Learn more about our Process 


 

Airline Pilots

As an Airline Pilot – you enjoy a career that is different from most. The same is true for your financial planning needs. From the specifics of your airline benefits & union contract to your mandatory retirement age, we engage in the financial planning process with you at the center and the specifics of your world top of mind.  

  • Cyclical & Uncertain Nature of Commercial Aviation Industry 
  • Airline Benefits & Union Contract 
  • High Income Potential 
  • Tax Planning 
  • Mandatory Retirement Age 
  • Loss of Medical Concerns 

 

Who We Serve | Financial Retirement Plan | Cetera Investors

 

Learn more about our Process 


 

Aviation Retirement Plans

We help our clients sponsor successful retirement plans for their employees. Working closely with you, we will design, implement, and maintain your qualified plan. We are a fiduciary. Our Plan and Participant Level services follow the ERISA legislation fiduciary standards.  

Plan Level Support

  • Work with you to determine the plan design and funding options 
  • Conduct a painless and compliant RFP process 
  • Prepare the Investment Policy Statement 
  • Conduct an Annual due diligence review of current investments & expenses 
  • Ongoing monitoring of managers, performance risk and expenses 

Employee Level Support 

  • Group investment education meetings (on site or virtually) 
  • Individual consultations 
  • Pre-retirement counseling  
  • Post-retirement Support 

 

Who We Serve | Financial Retirement Plan | Cetera Investors

Learn more about our Process 

 

Not a pilot and feel like we may be a good fit? Please contact us for an initial client consultation. 

Schedule An Appointment