Helping Professional Pilots Retire Since 2004
401(K) Management | Distribution Strategies | Private Wealth Management
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
Customized Solutions for your Retirement Assets
The types of wealth plans that we deliver to Pilot's are strictly dependent on the needs of the individual pilot and their family.
We structure portfolios to coincide with your goals and priorities, and develop customized strategies to fit your short and long-term goals
Although primarily fee-based, we have virtually no limits on the types of investment platforms available.
Our goal-oriented process follows the following comprehensive four-step approach.
Discover Your Goals And Objectives.
Together we will work to determine your customized financial strategy, taking into consideration the following:
Creating a legacy
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
Risk/reward characteristics of asset classes
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
Transition existing securities
Determine types of ownership and beneficiaries
Discuss source of funds
Complete and sign all paperwork
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
Active ongoing portfolio reviews
Periodic re-examination of your investment strategy
Consolidated quarterly performance reports
Getting Started Resources
Helping fellow pilots retire in these difficult times that we face today is a rewarding challenge we are ready to face every day.
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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