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The Retirement Planning Graphic New Tran

Helping Professional Pilots Retire Since 2004

 

401(K) Management | Distribution Strategies | Private Wealth Management

About
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Conveniently located at the IAH airport at Atlantic Aviation

 

5 minutes from terminals 

 

Private car service provided for fly-ins

 

Call to schedule your complimentary Retirement Plan evaluation

(281) 272-2229

 

Our Services

Customized Solutions for your Retirement Assets

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The types of wealth plans that we deliver to Pilot's are strictly dependent on the needs of the individual pilot and their family. 

Wealth Planning
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We structure portfolios to coincide with your goals and priorities, and develop customized strategies to fit your short and long-term goals

Wealth Management
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Although primarily fee-based, we have virtually no limits on the types of investment platforms available.

Investment Platforms
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We specialize in helping our clients create Estate Plans that are designed to work toward the objectives they have for their loved ones and future generations.

Estate Planning
Our Services
Getting Started

Getting Started

Our goal-oriented process follows the following comprehensive four-step approach.

Step 1: 

Discover

      

Discover Your Goals And Objectives.

Together we will work to determine your customized financial strategy, taking into consideration the following:

Investment goals

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Time horizon

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Tax considerations

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Retirement dreams

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Charitable giving

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Risk tolerance

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Performance expectations

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Liquidity requirements

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Current investments

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Creating a legacy

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Step 2: 

Recommend

      

Recommend Your Investment Strategy. Accessing the expertise of experience research strategist, we will identify the most appropriate investment strategies, by taking into account the following considerations:

Asset allocation models

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Diversification

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Investment types

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Investment managers

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Risk/reward characteristics of asset classes

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Step 3: 

Implement

      

Implement Your Portfolio.

Next, we will begin building a portfolio of investment vehicles designed with a goal to address your specific needs. This process includes the following action items:

Set realistic expectations

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Transition existing securities

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Determine types of ownership and beneficiaries

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Discuss source of funds

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Complete and sign all paperwork

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Step 4: 

Review

      

Review and Manage Your Portfolio.

Once your investments are in place, the process of reviewing and managing your portfolio begins, which includes:

Regular meetings and discussions

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Active ongoing portfolio reviews

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Periodic re-examination of your investment strategy

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Re-balancing decisions

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Consolidated quarterly performance reports

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Getting Started Resources

How do I get from the cockpit to the beach?

Retirement Process Checklist

Answer the questions you have about retirement such as How much do we spend?

Fact Finder Worksheet

Do you know where you assets will go after you expire?

Estate Planning Worksheet

"I manage my own accounts - but would like ARS in my corner"

Consulting Services Agreement

What type of investments should we be doing?

Risk Tolerance Worksheet

How much will I spend on health care in retirement?

Healthcare Cost Assessment
Getting Started Resources
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Helping fellow pilots retire in these difficult times that we face today is a rewarding challenge we are ready to face every day.

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Alex A. Tapia, AIF®,

President & Retirement Wealth Planner

Your Dedicated ARS Team

All of us at Aviation Retirement Strategies, LLC want to build a professional relationship with you based on trust and outstanding service.

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President & Retirement Wealth Planner
Alex A. Tapia, AIF®

View Details >

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Andrew N. Oak
Executive Vice President/Operations

View Details >

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Austin Sutton
Operations Manager

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Leadership

Crew Center

LPL Account View

Access Your LPL Accounts

Wealth Management Portal

Your Personal Website For Anything Financial

Airline Resource

Access Your Benefit Resources

Crew Center

Multi-Media

Crew Briefing

  • Transitioning Into Retirement

  • Faith In the Markets

  • Social Security Dilemma...

  • The Modern Baru...

Timely Topics

  • Market Volatility Conference Call, February 7th, 2018

  • Tax Reform

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