Pre-Retirement Planning

You have only one chance to retire from the airline . . . so how you structure your benefits and assets will have an everlasting impact.  Many decisions and a lot of paperwork often lead to confusion.  We're here to help you through the process and assist you by answering your questions:

How can you help me prepare for retirement while I am still working?

• Developing a comprehensive financial plan
• 401(k) investment guidance
• Evaluation of early retirement opportunities

I am approaching retirement; what assistance can you provide now?

• Comprehensive proposal covering all financial considerations of retirement
• Evaluation of pension retirement election options

I have elected to retire; how can you assist me now?

• Assistance with all transition paperwork
• Professional guidance on effective relocation of assets
• Evaluation of existing estate documents relative to retirement