An Investment Fiduciary
Pilotmoney
If You Win, We Win. Our Goals Are the Same...
ABOUT AVIATION RETIREMENT STRATEGIES, LLC.
About Aviation Retirement Strategies, LLC
Aviation Retirement Strategies, LLC, is a completely independent Retirement Wealth Planning firm founded designed, and structured specifically to cater to the needs of Aviation Professionals through the Power of Partnership. Because our Retirement Wealth Planners are registered with LPL Financial, member FINRA/SIPC, a leading independent brokerage firm in the United States, we offer no proprietary investment products, making our research and recommendations completely suitable to your needs.
Aviation Retirement Strategies, LLC and its in-house partner, Symphony Financial, Ltd. Co., a team of CERTIFIED FINANCIAL PLANNER™ professionals, Certified Fund Specialists (CFS), and Certified Investment Management Analyst (CIMA), with over nineteen years of Retirement Wealth Planning experience, will help you create a comprehensive retirement strategy. All of your goals and objectives will be considered so you can enjoy your retirement nest egg you’ve worked so hard for all these years.
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The Retirement Wealth Planners of Aviation Retirement Strategies, LLC., offer a true partnership because our compensation is directly related to the value of your assets under management.
Through LPL Financial, the Retirement Wealth Planners of Aviation Retirement Strategies, LLC offers a true partnership because our compensation is directly related to the value of your assets under management. Together, we can explore all of the options that are available to you in creating a retirement strategy that fits you as an individual, not the investment company.
Our Mission
To provide a total Retirement Wealth Planning solution to Aviation Professionals through the Power of Partnership. While focusing on reaching each client’s individual goals and objectives, we use sound investment principles, independence, and objective financial advice—but above all, trust. We will help you explore your options so that you can structure your retirement properly with sound, objective planning from Retirement Wealth Planners that are compensated based on the value of your assets under management.
"If you win, we win. Our objective is clear."
Aviation Retirement Strategies, LLC., has a reputation with Professional Pilots for providing specialized service, and we have made a commitment to not only maintain that level of service but to exceed it every day.
Our Service Commitment
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We appreciate you, and we are always ready to help and serve you!
You will receive prompt responses to your telephone calls. We do not employ a voicemail system during the day and always answer our phones during regular business hours. We will strive to have all questions answered during your first call to our office with a prompt, courteous, and knowledgeable staff.
All of us at Aviation Retirement Strategies, LLC want to build a professional relationship with you based on trust and outstanding service. To do that, we make the following commitments:
We will make you feel as if you are our only client. You are the reason for our success, and you will never be taken for granted.
You will receive practical, well-reasoned recommendations to your financial needs.
We will work together to establish targeted goals that help address your financial needs.
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We will pursue your work conscientiously and without delay.
About LPL Financial
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best- help their clients attain their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
LPL Financial understands that providing Americans with objective investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly objective advice and investment recommendations.
The firm’s mission is clear:
We believe that objective financial guidance is a fundamental need for everyone. We enable our customers to focus on what they do best- create the personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives, and make product recommendations that put clients on the path to pursuing their goals.
For more information about LPL Financial, visit www.lpl.com.
*As reported by Financial Planning Magazine, June 1996-2015, based on total revenue.
Independent research
Practice management programs and training
Comprehensive learning and compliance services
Enabling technology