top of page


Helping Professional Pilots Retire Since 2004
401(K) Management | Distribution Strategies | Private Wealth Management
About

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

Our Services
Customized Solutions for your Retirement Assets
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
.png)
Time horizon
.png)
Tax considerations
.png)
Retirement dreams
.png)
Charitable giving
.png)
Risk tolerance
.png)
Performance expectations
.png)
Liquidity requirements
.png)
Current investments
.png)
Creating a legacy
.png)
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
.png)
Diversification
.png)
Investment types
.png)
Investment managers
.png)
Risk/reward characteristics of asset classes
.png)
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
.png)
Transition existing securities
.png)
Determine types of ownership and beneficiaries
.png)
Discuss source of funds
.png)
Complete and sign all paperwork
.png)
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
.png)
Active ongoing portfolio reviews
.png)
Periodic re-examination of your investment strategy
.png)
Re-balancing decisions
.png)
Consolidated quarterly performance reports
.png)
Getting Started Resources
Getting Started Resources
-min.jpg)

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.
Leadership
Crew Center
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
bottom of page