"Stress Test Your Financial Flight Plan – Stay Clear of the 1-in-60 Rule"

1 in 60 Diagram

As an airline pilot, precision is second nature. In the sky, small deviations can lead to significant course corrections later—just like in your financial plan. In aviation, the 1-in-60 rule teaches us that a mere one-degree error can lead you miles off course. The same principle applies to your financial future.

Is your financial plan heading in the right direction?  

 We specialize in helping airline pilots ensure their financial strategies are on track. Using a financial stress test, we assess whether your current plan is prepared to navigate potential turbulence ahead.

 Why stress test your plan?

Just as you wouldn’t take off without checking your flight systems, we don’t want you embarking on your financial journey without ensuring your plan can handle unexpected challenges—market volatility, tax changes, or even early retirement.  

 What we’ll check:

Course deviations: Small adjustments today can prevent major corrections later.

Weathering the storm: Just as you prepare for unexpected weather, we’ll ensure your investments and savings can withstand market turbulence.

Fuel management: Are you pacing your savings and retirement withdrawals efficiently?

Let us help you chart the right course and ensure you’re not violating the financial equivalent of the 1-in-60 rule. When it comes to your financial future, even small errors can lead to costly detours.

Let’s keep you flying towards your financial destination.

Are Your Speed Brakes Extended & Gear Jammed ?

Our team specializes in helping airline professionals retract the boards and become more efficient with what they are already doing in their employer sponsored plan. We run your financial plan through a similar process to aviate, navigate and communicate with the goal to troubleshoot your financial plan and identify the deficiencies and create more efficiency in your overall financial plan. We have found that minor course corrections lead to a compounding effect that can reduce drag and allow for less fuel to be burned unnecessarily throughout retirement.  

airline pilot walking

  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

Area of Expertise

We specialize in guiding airline pilots to financial success. We employ tax efficient strategies and maximize wealth accumulation. 

Tax-efficient strategies: We help minimize tax burdens during retirement. Through strategic planning, we help preserve more wealth for our clients and their families.

Efficient Wealth Accumulation: Leveraging investment management expertise, we guide pilots to build and preserve wealth effectively throughout their careers and beyond.

Gaining Perspective: We offer clients a 20,000-foot view of their lives beyond the cockpit. Through lifestyle planning and future envisioning sessions, we empower informed decisions aligned with long-term aspirations.

We're trusted partners dedicated to clarity, confidence, and peace of mind in pilots' financial futures.

Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.

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