Our Financial Services
We believe everyone needs a personalized financial strategy to guide them and keep them on track toward their goals. Through our financial services, we strive to help pilots and their families establish their goals in life, determine their assets and liabilities, and evaluate their current financial position. From there, we develop and implement a financial roadmap that integrates their short and long-term objectives.
Financial Planning Services
Stand-alone financial planning services are provided at an hourly rate where I focus on any or all items listed below. I can provide an estimate for you ahead of time. As a result, you know your costs in advance and only pay for what you need.
- Income Planning
- Student Loan and Debt Management
- Insurance Analysis
- Benefit Maximization
- Retirement Planning
- Tax and Estate Planning Services
- Medicare Planning
Investment Management Services
I can help create an investment portfolio to help you attain your financial goals. To be transparent, here’s our pricing for our investment management services for assets under management.
Pricing:
- First $250,000: 0.65%
- Next $250,000: 0.50%
- Over $500,000: 0.35%
