Who We Serve

Retirement solutions for pilots and senior-level crew members

Active Pilots Seeking Growth

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    I want to know what I should be doing with my money for the next 10 years as I approach retirement.

    I want a full range of investment choices beyond what’s available in my company’s 401k plan.

  • Our Service Approach…

    • Complete financial analysis
    • Assign advisor and support team
    • Perform holistic needs and risk assessment
    • Identify lifestyle and retirement goals
    • Determine short- and long-term strategies to achieve goals
    • Implement 401k Autopilot program
    • Proactively assess and evaluate progress toward goals

Active Pilots Preparing to Retire

  • Our Service Approach…

    • Complete financial analysis
    • Assign advisor and support team
    • Perform holistic needs and risk assessment
    • Identify lifestyle, legacy and charitable giving goals
    • Determine short- and long-term strategies to achieve goals
    • Select investments
    • Allocate assets and construct portfolio
    • Proactively assess and evaluate progress toward goals
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    If the market tanks, like after 9/11, there’s no way you can get to the funds fast enough. I want an effective defensive strategy.

    I’m kind of a bull when it comes to investing. Thankfully, my advisor is considerate of my age. And it’s good to put reins on a bull.

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Retired Pilots Seeking Lifestyle Security

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    I don’t want to spend my time in retirement playing the market. But I don’t want to fall way behind.

    I can afford not to make big gains. But I can’t afford to take big losses because I can’t replace them with anything.

  • Our Service Approach…

    • Complete financial analysis
    • Assign advisor and support team
    • Perform holistic needs and risk assessment
    • Identify lifestyle, legacy and charitable giving goals
    • Determine short- and long-term strategies to achieve goals
    • Select investments
    • Allocate assets and construct portfolio
    • Proactively assess and evaluate progress toward goals

Senior Flight Attendants and Crew

  • Our Service Approach…

    • Complete financial analysis
    • Assign advisor and support team
    • Perform holistic needs and risk assessment
    • Identify lifestyle and retirement goals
    • Determine short- and long-term strategies to achieve goals
    • Implement 401k Autopilot program
    • Proactively assess and evaluate progress toward goals
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    I need to focus on my career and let a professional focus on my finances.

    I want an expert that I trust to help me make smart decisions about my compensation and benefits.

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Proudly serving 750+ pilots, crew and their families.

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Select your airline to learn what we can do for you.