Since 1997, our Pilot Program team has worked with hundreds of pilots nationwide as they near and enter retirement. Our experienced advisors are well versed in the special needs of pilots and the decisions that could impact your financial future and will provide you with key planning strategies and pilot benefits including how health insurance coordinates with Medicare and TRICARE is more important than ever.

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.

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

Have one of our experienced advisors contact you

Pilot Resources

As your trusted advisor, we have compiled website links, forms and guides that may be helpful for your unique needs and are provided for your convenience.

Related Resources