Who We Serve

Retirement solutions for pilots and senior-level crew members

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

Proudly serving 750+ pilots, crew and their families.

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 to maximize growth and reach my goals. I don’t want to be limited by my company’s 401k plan and want a full range of investment choices.

  • 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

  • If the market tanks, there’s no way you can get to the funds fast enough. I want an effective defensive strategy to prepare for a secure retirement.

    Thankfully, my advisor is proactively monitoring my financial plan to evaluate my progress toward my goals.

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Retired Pilots Seeking Lifestyle Security

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  • I want to live a comfortable retirement and 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

  • 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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