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Financial Planning that Helps You Feel Secure and Confident at Lift-Off
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The 5 Retirement Mistakes Airline Pilots Make and What to Do Now to Prepare
Founded in 2007
Your Registered Investment Advisor (RIA) is specialized in working with your specific needs and circumstances as an airline pilot. We make your interests our priority and are committed to building a lasting relationship based on trust & expertise.
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Tailored to Airlines
Air Traffic Controller
Financial Planner: Guiding you to your destination
Weather Radar
College Savings: Deviates around the storms of rising tuition costs
TCAS
Estate Planning: Protects you and your family from disaster
Jet Fuel
Investments: Essential to survive and thrive
IFR Flight Plan
Financial Plan: A roadmap to your destination
Checklist
Budgeting & Cashflow: Keeps you safe and on track
Quick Reference Handbook
Insurance: Prepares for the unexpected and protects when you need it most
Center of Gravity
Debt Management: Provides balance between debt & income
Common Issues
Pitfalls that Pilots Often Face
Time Away
You spend lots of time away from home. Don’t waste the precious time you have worrying about financial planning. Allow a trusted expert to take care of it.
Recognized Income
Being notable for your income makes you a prime marketing target. Gain peace of mind through a well-thought-out plan.
Red-Eye
Pilots often get a terrible sleep schedule. Don’t lose sleep over financial stressors. Having a plan will allow you to relax when you need to.
Retirement Age
Since you can’t work past the FAA Mandatory Retirement age of 65, a financial plan is imperative to your future success in later years.
Student Debt
Pilots typically have $60-$120k accumulated in debt. A financial plan can help you pay off debt worry-free.
The Unexpected
It’s a volatile industry. Expect the unexpected so if you are faced with mergers, acquisitions, bankruptcy, or relocation, your financial plan will have you covered.
Medical
You must have a plan to maximize your benefits if you lose your FAA medical certification. Plan for medical expenses associated with your industry (radiation/cancer).
Accumulated Assets
When assets accumulate, it’s important to account for risk management, rules and regulations, investments, benefits, and taxes. Gain peace of mind knowing you have expert help.
Complimentary ConsultationYour Financial Goals are Just a Short Hop Away
At Pacific United Planning, I focus first on you:
I can give you a 30,000 feet clear view of your situation and provide solutions customized to fit your needs.
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