Airplane Wing

Start Your Journey

And Gain Peace of Mind for Your Financial Future


We understand that being an airline pilot, reservist and spending time with your family leaves you with little time to focus and balance your finances. And most of you are or will be bringing in more household income than you ever have before. Do you have a strategy in place?

Financial literacy is crucial to your financial success, and that's why this course was designed to provide you with the pertinent tools necessary to put a strategy in place to achieve your american dream. In addition to our Retire Educated Seminar Series, we also instruct specific educational classes specific to Pilots and Military. We have financial advisors with unique backgrounds in aviation and military to share their expertise to professionals in those industries.


Do You Ever Worry About...

  • Making sense of all the information available, and more importantly, the time to do so?

  • Making the right selections in your TSP or your 401(k)?

  • Having too much sitting in cash?

  • Getting high enough returns on your investments?

  • The best plan for your child's education?

  • Getting bad advice and, worse yet, paying for it?

  • Someone else having a better portfolio than you?

This course is designed to teach you how to avoid some of the traps listed above, and help build a portfolio you can be confident with.


Attend This Course and Learn How to...

  • Use new tax law changes to your advantage

  • Determine if you are paying too much in fees, and if so, how to reduce them

  • Use 5 investment strategies to help minimize risks and maximize returns

  • Why you need to know your portfolio’s standard deviation, annual turnover and overlap

(if you don’t know what these terms mean, you can’t afford to miss this class series)


Are you interested in joining us?

Have questions about our education seminars? Reach out to us!

(614) 635-0103

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