with an airline-specialized financial advisor
When considering a new professional relationship, especially one as important as this, we understand that it may feel like there are a lot of unknowns. That’s why we’ve structured our appointment process in a way to make it comfortable, easy, and convenient. We respect your time and busy schedule, so the first meeting is typically 30 minutes or less to ensure you get all of your questions answered.
So, whether you’d like to meet in person or via videoconference, rest assured we are as serious about helping you achieve your financial goals as we are determined to make this an enjoyable, informative, and relaxing experience.
Use the form above to request a financial consultation with an airline specialized advisor. We’ll schedule a free phone, virtual, or in-person consultation with your advisor when your schedule allows.
You will have the opportunity to ask your most pressing financial or retirement questions and discuss your unique situation – with the comfort of doing so without any obligation. After your initial conversation, you will receive “next step” recommendations designed to help you achieve your financial goals.
After the conversation, the only decision that needs to be made is determining whether we might be a good fit for you and your needs. But more importantly, its time devoted to developing a clear picture on whether we might be the right partner for you and your family.
Because we understand that speaking with an advisor is a great step toward navigating your best financial future, we’ve compiled some resources, an advisor comparison checklist, and commonly asked questions to help you get the most out of your time with us.
It’s our commitment that you’ll receive:
- Guidance that’s tailored to your unique situation and airline retirement plan (if applicable)
- Fiduciary advice that is 100% in your best interest
- A no pressure and no obligation experience
- No selling. We’re here to help in any way we can
