Pilot Retirement Planning

As a pilot, you earn the trust of people every day. And you should expect nothing less from the investment advisor you choose. That’s why you should turn to Cleary Gull. We can help make a smooth transition from airline pilot to retirement or another career. In fact, we have helped hundreds of pilots and their families with their investment, retirement and financial planning needs. So we have the experience to help you understand your retirement benefit options and make sense of all the decisions you need to make before you retire.

And not only are the wealth management consultants in our Pilot Program investment and retirement planning specialists, many of them had previous careers with the major airlines, giving them first-hand knowledge. We understand your situation – and your needs.

We start by helping you understand and define your retirement objectives and needs while you’re still working. We recognize that you might have other financial objectives, such as providing for loved ones, or transferring wealth to future generations and believe that achieving them are just as important as growing and preserving your assets.

Once you have made the decision to retire, we will help you create a comprehensive plan that guides your investment choices. Think of it this way: Just as you’d never take off without a detailed flight plan, you should also never work toward retirement without a plan.

It is also important to have a plan in place to help you keep your hard earned assets. Our proactive consulting approach for Estate Planning focuses on minimizing your estate taxes, designating beneficiaries, and more*. We work with qualified estate planning attorneys and can help you find the right advisor to assist you in creating your personal plan.

Finally, we want your family to have a place to turn for guidance after you are gone. Our Family Financial Survivorship Guidance program program offers spousal and family assistance through difficult post-death transitions. We offer personal assistance and such planning tools as the Family Emergency Workbook. That way, there is a continual plan in place for your investment assets to continue to work for your family’s benefit during that difficult time and beyond!

Seminars

We invite you and your spouse to attend one of our complimentary seminars. Our value-oriented format is focused exclusively on helping you understand your retirement benefits and start a risk-appropriate investment planning process.

Five Steps to Building an Optimal Retirement Portfolio