Helping Professional Pilots Retire Since 2004

 

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

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

(281) 272-2229

 

Our Services

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. 

Wealth Planning

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

Wealth Management

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

Investment Platforms

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
 
 

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

Time horizon

Tax considerations

Retirement dreams

Charitable giving

Risk tolerance

Performance expectations

Liquidity requirements

Current investments

Creating a legacy

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

Diversification

Investment types

Investment managers

Risk/reward characteristics of asset classes

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

Transition existing securities

Determine types of ownership and beneficiaries

Discuss source of funds

Complete and sign all paperwork

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

Active ongoing portfolio reviews

Periodic re-examination of your investment strategy

Re-balancing decisions

Consolidated quarterly performance reports

Getting Started Resources

Retirement Process Checklist
Estate Planning Worksheet
Consulting Services Agreement
Fact Finder Worksheet
Risk Tolerance Worksheet
Healthcare Cost Assessment
 

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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President & Retirement Wealth Planner
Alex A. Tapia, AIF®
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W.C. Burgoyne
CFP®, CFS, AIF®
Director of Investment Planning
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Andrew N. Oak
Executive Vice President/Operations
 

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Multi-Media

Timely Topics

  • Market Volatility Conference Call, February 7th, 2018

  • Tax Reform

Crew Briefing

  • Transitioning Into Retirement

  • Faith In the Markets

  • Social Security Dilemma...

  • The Modern Baru...

Privacy & Disclosures | Contact Us 

 

Securities Offered Through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Symphony Financial, Ltd. Co., a registered investment advisor. Symphony Financial, Ltd. Co. and Aviation Retirement Strategies, LLC are separate entities from LPL Financial.

 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, LA, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA

 

© 2016, Aviation Retirement Strategies LLC. All Rights Reserved.
 

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