Financial Planning for Pilots and Airline Professionals

Financial planning and investment management for your unique situation

Financial planning and investment management for pilots and airline professionals

Financial planning and investment management for pilots and airline professionals is a specialized area of practice.  It requires an in-depth understanding and knowledge of the financial challenges facing the industry.

With offices around Texas, we work with a variety of aviation professionals and their families, especially with American Airlines and Southwest Airlines*.  Having clients that work in the industry, we have direct experience with your employee benefits and compensation packages.  We help you simplify the complexities of your financial life, whatever your goals and career stage.

Why financial planning for Airline professionals is different

Airline professionals face unique challenges when it comes to financial planning.  Because of the health and medical requirements, mandatory pilot retirement at age 65, airline-specific risks like mergers and acquisitions, furloughs, and bankruptcy, you need professional financial advice that can inoculate you from the volatility associated with the industry.  You also need a specialist that helps you make the most of your income, stock options and benefits, while helping to ensure you avoid a shortfall at retirement.

Financial planning opportunities

As your personal CFO, we partner with you to create a personalized plan that adapts with you as your life and career unfolds.  A comprehensive financial plan that addresses your specific situation may include:

  • Income tax planning
  • Review tax advantages on highly appreciated company stock
  • Compensation Review
  • Benefits package review
  • Asset protection
  • Equity compensation analysis
  • Portfolio rebalancing
  • Insurance planning
  • Risk management
  • Investment planning
  • Wealth management
  • Retirement planning
  • Estate planning
  • College planning for your loved ones
  • Philanthropy
  • Legacy planning
  • Debt management

 

Helping pilots and airline industry professionals live more, and worry less

Applying our proprietary 3P Approach© to financial planning ensures we address all stages of an airline professional’s career, from mid-career challenges to employee benefits review, through retirement and leaving a legacy for others.  As your life unfolds, our 7 Pillars of Financial Success address each stage to help you secure the resources you need to enjoy a comfortable retirement.  With our experience in this niche market, we help aviation professionals put the pieces of your financial life together, so you can spend your time focusing on what matters.

*Global Wealth Advisors is neither endorsed by nor affiliated with American Airlines and Southwest Airlines.

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