RAA recently conducted a survey to understand how, when, and why pilots are utilizing professional financial advice¹. From this research, we developed a report containing several valuable insights that we hope can benefit you when it comes to decisions regarding financial advice.

Topics covered in the report include:

• Where pilots receive financial advice
• Pilots’ goals and needs when seeking paid financial advice
• Pilots' satisfaction with their advisors
• Things pilots might have done differently with their assets

Download your copy of Finding a Copilot: Pilot Preferences on Paid Financial Advice to learn more about how you compare.

1The survey was conducted in 2017 and reached 174 pilots from several carriers. All pilots surveyed were between the ages of 64 and 67, and none were RAA clients to ensure the results were unbiased and accurately reflected our industry.

*Information obtained from the Vanguard report titled “Putting a Value on Your Value: Quantifying Vanguard Advisor’s Alpha® dated February 2019.” Vanguard is an independent third party and is not associated with RAA.

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