Corporate Pilots or Self Employed Pilots
As a Corporate Pilot or Self-Employed Pilot, we understand your financial planning needs are specific and can be complex. We engage in the financial planning process with you at the center and the specifics of your world top of mind.
- Company Retirement Plan & Benefits
- Tax Planning
- Equity Compensation (ESPP, ESOP, RSU etc…)
- Creating & Managing Self-Employed Retirement Plans
- High Income Potential
- Loss of Medical Concerns
Airline Pilots
As an Airline Pilot – you enjoy a career that is different from most. The same is true for your financial planning needs. From the specifics of your airline benefits & union contract to your mandatory retirement age, we engage in the financial planning process with you at the center and the specifics of your world top of mind.
- Cyclical Nature of Commercial Aviation Industry
- Airline Benefits & Union Contract
- High Income Potential
- Tax Planning
- Mandatory Retirement Age
- Loss of Medical Concerns
Our planning strategies are tailored for the financial life cycle of professional pilots.
