The mandatory retirement age of airline pilots is age 65. When you retire at age 65, your contributions, and those made by your airline, stop. We do a thorough financial analysis that examines your expected income in retirement and projects as best we can what retirement funds you will have in retirement.
Once you reach the age of 59 ½, you can transfer a portion of your retirement plan assets into a self-directed IRA, known as an in-service rollover (ISR). Here are some advantages:
We operate on a fee-based structure to help ensure our interests align with yours. We charge a percentage of the assets under management, which covers our investment advisory services. This fee is typically calculated and billed quarterly. This approach fosters a relationship built on trust and mutual success, as our main incentive is the growth and preservation of your wealth.
Depending on the complexity of the services, a fixed fee or hourly rate may be more appropriate. This will be clearly outlined in the initial meetings, during which we will discuss and agree upon the fee structure most suitable to your needs.
Our clients are professionals (doctors, lawyers), corporate executives, entrepreneurs, and business owners, each with distinct financial circumstances and wealth aspirations.
You may be struggling to determine if retiring early is the right decision for you and your family. With our long history of working with airline pilots and crew members, we understand that every situation is unique and that you may want or need professional guidance with this life-changing decision. We will provide you with a detailed, personal financial plan to see how retiring early could impact your financial future by comparing a normal retirement at age 65 with a retirement pursuant to early-out protocols.
9040 Town Center Parkway
Lakewood Ranch, Florida 34202
(941) 445-8800
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