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Financial Organization

The challenge of keeping pace with an ever-changing financial landscape can be difficult as personal financial information is scattered among multiple policies and accounts. Often, pilots don’t have the time to arrange the pieces of their financial puzzle and organize their strategies. Instead, their insurance policies and investments gather dust and, as a result, they may not be taking advantage of the best opportunities available.

At Aviator Investment Management, we believe organization is the first step in financial planning. Before you can begin investing, planning for retirement, and ensuring proper insurance plans are in place, you have to have a single platform that allows you to organize and access your complete financial picture.

We start by running a complete analysis of your risks and current financial situation. We’ll determine your risk tolerance, your short and long-term goals, and any gaps in your current coverage. During this process, we utilize The Living Balance Sheet®, a web-based wealth organizational platform that collects the critical financial areas of protection, assets, liabilities, and cash flow. This can help you better visualize your relationship with your money and how each piece contributes to the big picture of your finances.