Choosing a financial advisor is highly personal. We know you have questions. And we know you want to do your due diligence. That’s why we offer multiple ways for you to get to know us — at no risk to you.
At our first meeting, we’ll answer any questions you may have about our firm. We’ll discuss your financial goals and any concerns you may have regarding your airline plan and benefits. We’ll talk about our expectations for a productive relationship and determine if there is a good mutual fit.
Request and complete our simple, one-page Fact Finder. We’ll review your information and send your personalized Retirement Snapshot ReportSM at no charge to you. In your Retirement SnapshotSM, you’ll see a birds-eye view of your total net worth, and our analysis of your income streams, expenses and taxes. You’ll learn if your money can fund your goals and stretch to retirement and beyond.
Sign up to receive our popular email series covering the most pressing retirement issues faced by pilots and their families. We’ll send you one email per day for 14 days. In two weeks, you’ll feel much more confident about the following topics:
The 1-Step Retirement KitSM includes a retirement readiness checklist, our firm overview brochure, menu of services, fee schedule, media mentions, and our form ADV — everything you need to evaluate our firm at a glance.
If you are a pilot and have more than $250,000 in your 401k account, the 401k AutopilotSM Program is the solution to creating a secure future for your family in a very insecure airline world.