At No Cost to Current and Retired Airline Pilots
Easily see your investments, spending, and net worth in one automatically updated, easy-to-read dashboard.
How We Help You and Your Family
Ways We Can Help You and Your Family
Our premium level of service for pilots who value Financial Planning, professional investment management and guidance for their 401k. We help WealthCare pilots develop and implement their financial plan. Typical areas that can be covered include cash flow and debt optimization, retirement, investment strategy, college funding, insurance, tax planning, charitable giving strategies, and estate planning. Once the plan is implemented, we will meet at least semi-annually to review your plan and investments and provide Guidance regarding actions you need to take. We are also available during the year to provide you with Advice that is tailored to your situation.
Are You Really Ready For Retirement?
HOW CAN WINGS WEALTH MANAGEMENT HELP ME?
We know that, unlike other professions, the planning needs of airline pilots are very specific. You have far more complex retirement plans and opportunities, bankrupt and frozen pension plans, union benefits, unused sick bank provisions, and loss of medical concerns. On top of that, you are rightfully concerned about mandatory retirement planning, investment strategies, tax minimization, health care, and “fly west” (survivor) planning. Your needs are great. Your needs are many. Your needs are specific. You don’t need a “jack of all trades” advisor. You need a master of one.
At Wings Wealth Management, we have been the Financial Planning and Investment QRH for airline pilots for over 16 years. We have clear understanding of your professional lifestyle, job demands — and most importantly, retirement challenges. Our clients are just like you, approaching retirement (50 and older), and willing to partner with and be guided through the latter part of their financial lives. Such guidance requires experienced advisors – advisors who are masters of your profession and personally hold your goals, dreams, and desires as paramount.