What We Do

Comprehensive, structured wealth management services for pilots

Comprehensive, highly structured wealth management services.

Our team of financial advisors combined with our in-house CPA firm allows us to integrate our extensive airline benefits knowledge, our tax expertise, and our investment management service. We bring the most comprehensive wealth management program for retiring pilots and senior crew members across the nation.

  • Pilot Financial Planning

    Get organized. We’ll work with you to build a Pilot Program Analysis for managing the critical events that occur before, at and after retirement.

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    • Extensive knowledge of your airline benefits
    • Retirement planning (IRAs, SEP, 401(k) rollovers)
    • Retirement capital projections and income analysis (including Social Security and pensions)
    • College funding analysis and evaluation
    • Cash flow and insurance analysis
    • Tax strategies (Roth Conversions and charitable distributions)
    • Asset review and account consolidation
  • Investment Management

    We offer defensive investment strategies for stability as well as aggressive growth strategies to maximize your earning potential.

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    • Mutual funds, stocks, exchange-traded funds (ETFs), and options
    • Bonds (tax free and taxable)
    • Structured notes and other alternative investments
    • Dedicated account managers
    • Fee-based managed accounts
    • 529 College Savings Plans and UGMA/UTMA
    • Custodial accounts
    • Certificates of deposit (CDs)
    • Unit Investment Trusts (UITs)
    • Online account access and performance reporting
    • Schwab’s Personal Choice Retirement Account (PCRA) and Fidelity’s Brokerage
  • Tax Planning

    With deep roots in accounting, we are specialists in tax planning. We know how to minimize taxes in your airline benefits and leverage ever-changing tax rules.

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    • Tax return preparation for pilots, crew, families, entities, estates, and trusts
    • Tax reduction analysis
    • IRS representation
    • Required Minimum Distribution (RMD) Calculations
  • Estate Planning

    Be prepared for the unexpected. Our estate planning experts can help you transfer your wealth to your loved ones the way you desire.

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    • Provide recommendations in your Pilot Program Analysis
    • Coordination of estate planning and wealth transfer
    • Titling of assets
    • Beneficiary designation
    • Assigning executors, guardians, and power of attorney agents
    • Preparation of required federal and state-specific documents
  • Survivor Assistance

    Our Survivor Assistance services help ease the burden of the financial decisions that need to be made after the passing of a loved one.

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    • Implementation of estate plan
    • Reevaluation of survivors’ financial plan(s)
    • Coordination of life insurance death benefit claim procedures
    • Assistance with federal and state estate tax returns
    • Re-titling of assets
    • Personal banking and account balancing support
    • “Empowering Women: Planning for Financial Independence” workshop for survivors
  • Insurance Services

    We provide life insurance and long term care solutions to ensure you and your family are financially protected when you need it most.

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    • Variable and fixed annuities
    • Permanent and term life insurance
    • Long term care solutions

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

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Proudly serving 750+ pilots, crew and their families.