RAA’s expertise in the industry allows us to assist you with the important decisions you will make during your career and after retirement. Our professionals have the experience and resources to help you create and implement a disciplined financial plan encompassing investment management, financial planning, estate planning, survivor assistance, tax and insurance guidance as well as your company benefits. We have worked successfully with thousands of clients to help them address their unique needs.
Financial planning is never a one-dimensional process. It entails coordinating numerous factors that touch upon your investments, future income requirements, estate plan, tax situation and other key considerations.
A strong financial plan gives you an objective view of your overall financial picture and provides you with the guidance you need to enjoy a stress free retirement. Our Relationship Managers have the experience, expertise, and resources to help you and your family create and implement a thoughtful and disciplined financial plan.
If you are like many other investors, one of your most significant concerns may be falling short of your financial goals. RAA harnesses extensive investment management expertise to create investment strategies designed to meet your lifetime growth and income needs.
At Retirement Advisors, your portfolio will be diversified broadly across an array of asset classes, investment styles and investment managers. We take special care to combine these elements to reduce overall portfolio risk. Diversification also provides you with a wider range of return opportunities.
There is a very common misconception that only elderly or wealthy people need to have an estate plan in place. No matter how many years you believe you have left or how much money you have, a carefully crafted plan will clearly define your wishes, should you unexpectedly become incapacitated and unable to make decisions. Whether or not you already have an estate plan in place, we offer a complimentary review to ensure that your documents are current or can advise you on how to get started.PLANNING AHEAD GUIDE
Retirement Advisors has developed a guide to help you, your spouse and family sit down and plan for the transition of running your household should one of you become incapacitated or pass away. There are many publications that provide assistance once you become a widow or widower, but it is hard to find help on preparing for that eventuality. We want to help ease the burden of the surviving spouse and family members.Request Your Guide
Dealing with the loss of a spouse, child or parent can be an emotional roller coaster and can change everything in an instant. We have spent many years developing our Survivor Assistance Program to guide you through the financial decisions, paperwork, and estate settlement that follows a death. Our crisis team, which consists of your Relationship Managers, your CPA and estate planning attorney will be there to assist the surviving spouse and extended family when they are least able to attend to the details.
There's nothing like the peace of mind you get as a RAA client, knowing your family will be taken care of, should something happen to you.Survivor Handbook
Our Survivor Handbook was designed to assist you during one of the most challenging times you may fice after the passing of a loved one. While there is not an answer for every situation, we hope this handbook will assist you in getting organized, knowing who to contact for various issues, as well as provide you with basic educational information on this difficult topic.Request Your Handbook
Tax laws are often complicated and can change frequently. It is essential that all aspects of your financial plan take advantage of current legislation. Our Relationship Management team has the knowledge and experience to help guide you with complex federal and state tax issues, taxation of stock options and estate tax consequences.
REQUEST A PILOT RETIREMENT PLANNING GUIDE
Request your FREE Final Approach retirement planning guide.
This guide is designed to help you understand the decisions you will need to make as you approach retirement and the factors that go into a comprehensive retirement plan. It includes:
- A checklist for transitioning into retirement
- Common investor pitfalls
- An outline of your retirement benefits
- A retirement timeline to help you know what to expect
- Key topics to consider in your estate plan
- The importance of survivor assistance
Don't retire without it.Request Your Guide
For over 30 years, RAA has assisted airline pilots and their families with a variety of financial planning services including 401(k) professional management, comprehensive financial planning, estate planning, benefits reviews, tax guidance, retirement planning, investment management, income planning, and Social Security and Medicare guidance, just to name a few.
Your retirement plan has changed drastically in the last few years due to the bankruptcy in 2011. The A fund is frozen with an annuity and the B fund is now under your control. What you have left to build out your retirement picture is your 401(k). Between your own contributions and that of American, you have a great opportunity to grow your 401K rapidly between now and retirement.
Vice President of Sales and Marketing
|Phone: (800) 321-9123 ext 540|
Vice President and Financial Consultant
|Phone: (800) 321-9123 ext 538|