Who We Serve

Our clients are just like you: active pilots (over 50) approaching retirement or recently retired, who are eager to partner with a trusted advisor for objective financial guidance and advice. They are motivated to make proactive financial decisions today in hopes that they will be better prepared for the future. Our clients like to be educated regarding options, not simply told what to do. Finally, they hope to minimize both the time they spend managing their wealth and the many financial stresses that present themselves along the way.