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.
