Since 1997, our Pilot Program team has worked with hundreds of pilots nationwide as they near and enter retirement. During turbulent times like these, you may be facing decisions that could impact your financial future. Having a knowledgeable advisor that is experienced in advising on key planning strategies and pilot benefits including how health insurance coordinates with Medicare and TRICARE is more important than ever.

How We Can Help

Pre-Retirement Planning

  • 401(k) investment management
  • Airline benefit consultation
  • Retirement and financial plan
  • Life insurance and risk management

Benefit Maximization

  • Social Security analysis
  • Pension maximization analysis
  • Retirement income coordination

Investment Management

  • Asset allocation and manager selection
  • Performance reviews and reports
  • Banking solutions
  • Continuous investment monitoring

Perpetual Lifetime

  • Estate document review
  • Dynasty IRA planning
  • Spousal financial assistance
  • Perpetual beneficiary consultation

Your Unique Needs

United Airlines

Whether you are a legacy United or Continental pilot, we have experience working with both retirement benefits packages and can create a customized financial and retirement plan for you.

American Airlines

Your American Airlines Pilot 401(k) is the cornerstone of your retirement planning. The sooner you begin to create your financial and retirement plan, the more opportunity you will have to retire successfully.

Southwest Airlines

Our team works with Southwest Airlines pilots to create customized financial and retirement plans so you can make a smooth transition from airline pilot to retirement or another career.

Roth Conversions and Your Post-Retirement Redzone Webinar

If you are retired there are several key planning tools and sources of income that can impact your financial future.

We recently hosted a webinar for a conversation on planning strategies that can help keep you in the post-retirement redzone, including:

  • Roth conversions and when it makes sense to utilize them
  • Minimize taxes in retirement
  • Medicare costs and secondary coverage considerations

Please Note: This webinar was presented to an audience of United Airlines pilots, but the concepts discussed regarding Roth conversions and their interaction with Medicare premiums have broad applicability to all airline pilots.

View the recording and download the presentation

We can also help you with...

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Retirement & Financial Planning

Developing a sound financial plan is essential to achieving your long-term retirement goals.

LEARN MORE
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Personal Insurance

You have a lot to protect – your home, your valuables, your financial security and, most of all, you and your family. We can help you understand your risks and provide you with personal insurance solutions to cover you no matter what life has in store.

Learn More about our personal insurance options.

Helpful Links

As a trusted advisor, the website links below may be helpful for your unique needs and are provided for your convenience.
Johnson Financial Group does not control or monitor the content or privacy practices of these sites.

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