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Plan

It’s Called “Pilot Retirement Account PLAN” for a Reason 

Once you understand that there is a better way to make sense of your money matters, the next step is to craft your family’s financial plan. It should be strong for you to embrace, yet flexible to suit your evolving lifetime goals.

We’ve got just such a plan. We’ll work with you on your schedule and wherever in the world your seniority takes you. You see, besides being financial professionals, we’re United pilots too. We’ve been run through the same mill as you, so we’re right there with you, ready to share our professional experience and informed outlook to help you adeptly manage what’s yours:
  1. Discovery – We’ll explore your financial profile: Your assets and liabilities, your goals and timelines, your personality as an investor.
  2. Preparation – We’ll outline pragmatic steps for moving you to a place of financial confidence.
  3. Implementation – We’ll build an investment strategy to manage your PDAP assets, IRA’s and taxable accounts, and help you coordinate outside assets such as your PBGC, military and social security benefits.
  4. Oversight and Protection – We’ll provide ongoing advisory oversight, counseling and reporting to keep you on course in your fast-paced career. Tending to details large and small, we’ll even throw in complimentary Lifelock® Identity Theft Protection to help safeguard your global lifestyle.

Invest based on your plan.

 




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