We take financial planning to new heights. Whether you need a completely new financial plan or are unhappy with your current one, we are the right firm to create your retirement flight plan. We create a visual plan for you and your family using the latest financial planning software. Please don't take our word for it. Let us prove it to you.
The aviation industry has a guideline known as the 60-to-1 rule.
This rule explains that if you’re one degree off your designated course, you will miss your target landing spot by 92 feet for every mile you travel. For every 60 miles you travel you will miss your landing by one mile. The longer you travel, the further off course you will be.
This is why we modeled our financial planning off the aviation industry. We want to identify if you are off track with your retirement and make the appropriate changes as soon as possible to get you back on course.
My Retirement Flight Plan Process
Hover over the blue airplane buttons below to learn more.
During our initial meeting, the goal is to get to know one another. We will discuss your vision for your family’s desired financial future. We’ll look at where you are and where you want to go. We use this information to analyze your asset allocation, risk and performance. All information is confidential and for your use only. Our financial analysis will review cash flow, retirement projections and estate issues. (no cost for this)
In this follow-up meeting, you’ll get our analysis report explaining what your current financial data shows based on your assumptions and expectations. Strategies that may help you reduce risk, increase returns, reduce taxes and eliminate estate issues will be discussed. We will also present our recommendations for resolving any issues we found. (no cost for this)
Should you choose to implement our recommended strategies, we will discuss in-depth how we can help you with your current investment portfolio. We will review any costs you would incur to implement the recommended strategy. (all costs and how we get paid will be discussed)
Our team will work with you to implement your plan. We will help you track and monitor your progress. You will receive regular updates via phone and statements. You will also have access to all account documents through our online client portal. We will annually review your asset allocations, risk exposure, performance and estate issues. Our team is always happy to answer your questions!
1. Pre-Boarding
During our initial meeting, the goal is to get to know one another. We will discuss your vision for your family’s desired financial future. We’ll look at where you are and where you want to go. We use this information to analyze your asset allocation, risk and performance. All information is confidential and for your use only. Our financial analysis will review cash flow, retirement projections and estate issues. (no cost for this)
2. Flight-Plan Meeting
In this follow-up meeting, you’ll get our analysis report explaining what your current financial data shows based on your assumptions and expectations. Strategies that may help you reduce risk, increase returns, reduce taxes and eliminate estate issues will be discussed. We will also present our recommendations for resolving any issues we found. (no cost for this)
3. Taking Flight Meeting
Should you choose to implement our recommended strategies, we will
discuss in-depth how we can help you with your current investment portfolio. We will review any costs you would incur to implement the recommended strategy. (all costs and how we get paid will be discussed)
4. Landing Into Retirement as a Client
Our team will work with you to implement your plan. We will help you track and monitor your progress. You will receive regular updates via phone and statements. You will also have access to all account documents through our online client portal. We will annually review your asset allocations, risk exposure, performance and estate issues. Our team is always happy to answer your questions!
My Retirement Flight Plan
Get to the core of your needs by:
Retirement Flight Plan
Time for TakeOff
Ready to take flight and land comfortably in retirement?
Let's make history.
Contact us today to discuss how we can take your retirement to new heights.