An Investment Fiduciary
Pilotmoney
Helping Professional Pilots Retire Since 2004
401(K) Management | Distribution Strategies | 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
Our Services
Customized Solutions for your Retirement Assets
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
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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
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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.
President & Retirement Wealth Planner
Alex A. Tapia, AIF®
Andrew N. Oak
Executive Vice President/Operations
Austin Sutton
Operations Manager
Crew Briefing
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Transitioning Into Retirement
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Faith In the Markets
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Social Security Dilemma...
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The Modern Baru...
Timely Topics
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Market Volatility Conference Call, February 7th, 2018
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Tax Reform