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Financial Planning

When you visit the doctor’s office, your physician gathers as much information he can about your health before making a diagnosis. At Aviator Investment Management, we aim to do the same with your financial health. Using The Living Balance Sheet®, we learn as much as we can about you and your financial picture before making any recommendations. By fully understanding your circumstances, we believe we can make a more accurate diagnosis.

As a pilot, your biggest asset is your earning years. During this time, it is important to capture your opportunities for building, protecting, preserving, and ultimately distributing your wealth. Creating a comprehensive financial plan is a critical step in this process.

Many of the pilots we work with have families they care about. They want to ensure their wealth allows not only them to enjoy their lifestyle, but also take care of their family and heirs. We believe that a solid, long-term financial strategy that is tailored to the client’s unique situation is key to meeting their financial goals. We use a personalized approach to develop a financial plan that can suit your specific needs. Throughout the many milestones of life, we’ll work hard to ensure that your financial decisions are appropriately and realistically aligned with your financial aspirations. Within the financial planning process, we seek to help you pursue your vision of a desirable retirement and develop estate planning strategies.