about-aviation-retirement-strategies

ARS Retirement Planning Process

The Retirement Wealth Planners of Aviation Retirement Strategies, LLC., offer an unbiased, personal financial plan customized to YOUR needs.

Because everyone is different once they step out of the cockpit.

Take your retirement to new heights

companies-served

If you win, we win. Our goals are the same…

UNITED

AmericanAirlines

DELTA

Alaska

Southwest

FedEx

UPS

JetBlue

Entities above are not affiliated with LPL Financial or Aviation Retirement Strategies, LLC, nor imply an endorsement.

We have experience helping individuals who work or have worked with the above airlines.

our-service

Our Services

Customized Solutions for your Retirement Assets

Wealth Planning

Retirement Wealth Planning is a lifelong endeavor and should be part of every phase of a Pilot’s financial life cycle. The types of wealth plans that we deliver to Pilot’s are strictly dependent on the needs of the individual Pilot and his or her family. Aviation Retirement Strategies, LLC., has the ability to accommodate the needs of every Pilot, regardless of individual circumstance.

Learn More

Wealth Management

Comprehensive Wealth Management is our primary function at Avation Retirement Strategies, LLC. We structure portfolios to coincide with your goals and priorities, and develop customized strategies to fit your long and short term objectives. Three crucial areas to help a long-term retirement strategy come to fruition are Wealth Accumulation, Wealth Distribution, and Wealth Transfer.

Learn More

Investment Platforms

Although primarily fee based, Aviation Retirement Strategies, LLC., has virtually no limits on the types of investment platforms available. The two broad categories athat are available are Retail and Institutional Platforms.

Learn More

Estate Planning

In the years ahead Pilot’s will transfer an unprecedented amount of wealth to their heirs. At Aviation Retirement Strategies, LLC., 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.

Learn More

getting-started

Getting Started

Aviation Retirement Strategies, LLC., leverages an extensive consultative process that focuses on understanding and addressing your needs. This goal-oriented process follows a 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
  • Time horizon
  • Income needs
  • 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 experienced research strategists, 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 type 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
  • Rebalancing decisions
  • Consolidated quarterly performance reports
getting-started-resources

Getting Started Resources

Wealth Planning Checklist

The Pilot Retirement Checklist – Are you ready to retire with Confidence?

Download Document (PDF)

Retirement Process

The Pilot Retirement Process – How do I get from the cockpit to the beach?

Download Document (PDF)

Fact Finder Form

The Pilot Retirement Process – Are you ready to retire with Reassurance?


Download Document (PDF)

Monthly Budget Worksheet

How much do we spend?  This helpful outline helps you calculate your living expenses in preparation for retirement.

Download Document (PDF)

Estate Planning Worksheet

Don’t know where your asset’s will go after you expire? This outline helps clarify what questions to ask as you plan for your beneficiaries.

Download Document (PDF)

Consulting Services Agreement

“I manage my own accounts – but would like ARS in my corner”… we will be here for you!

Download Document (PDF)

Healthcare Cost Assessment

“How much will I spend on healthcare in retirement? This assessment will allow us to tell you specific to where you live!

Download Document (PDF)

Investor Profile Questionnaire

“What kind of investor am I really? Let’s find out together!

Download Document (PDF)

our-philosophy-is

Helping fellow pilots retire, in these difficult times that we face today is a rewarding challenge we are ready to face everyday.


Alex Tapia, AIF ®, President

leadership

Leadership

All of us at Aviation Retirement Strategies, LLC want to build a professional relationship with you based on trust and outstanding service

Alex A. Tapia, AIF ®

Alex A. Tapia, AIF ®

President & Retirement Wealth Planner View Details
W. C. Burgoyne

W. C. Burgoyne

CFP ®, CFS, AIF ® Director of Investment Planning View Details
Andrew N. Oak

Andrew N. Oak

Executive Vice President/Operations View Details
Alex A. Tapia, AIF ®

Alex A. Tapia, AIF ®

President & Retirement Wealth Planner

Alex is a former professional airline pilot, with experience in almost every facet of aviation at both the general aviation level and scheduled part 121 commuter and legacy carriers. Alex is also a licensed Wealth Planner with financial planning experience dating back almost two decades.

His family history has strong roots in the financial industry and, in addition, Alex has always had an enormous respect for aviation and the professionals serving this industry. After having flown professionally for more than 18 years and experienced the hardships and obstacles that many pilots face throughout their careers and into retirement, he resigned from US Airways in 2002 to create Aviation Retirement Strategies, LLC.

Alex is a graduate from the University of Houston and San Jacinto College, where he earned all of his pilot licenses and rating. He holds degrees in Occupational Technology and Aeronautical Science respectively. As a Retirement Wealth Planner, he attended Rice University, where he earned the title of “Accredited Investment Fiduciary” along with the AIF® designation. He holds a Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law Examination), and a General Lines Insurance License.

Alex lives in Spring, Texas with his wife Dana, his daughter Alexa, and his identical twin boys Adrian, and Jaden.

W. C. Burgoyne

W. C. Burgoyne

CFP ®, CFS, AIF ® Director of Investment Planning

As Branch Manager, W. Carr Burgoyne, Jr. brings a blend of common sense, keen knowledge and personal caring to the financial support and advice he provides to our clients. A native Houstonian, Carr is third generation in the financial service industry and has strong Texas values, ethics and respect for a hard day’s work. The Burgoyne Family tradition of independent advice dates back to his grandfather, Wallace Martin Burgoyne, who started his career in 1927 with a firm (Spencer Trask) well known for giving independent advice on preferred stocks.

A Graduate of Stephen F. Austin University, Carr gained a BBA in Finance, is a Certified Financial PlannerTM Practitioner, Certified Fund Specialist and Accredited Investment Fiduciary. Carr holds a Series 7, 66, 24 and 20 and has over 18 years in the financial service industry. As a Retirement Wealth Planner, Carr considers foremost the unique needs of our clients, along with the financial objectives they have for themselves and their families, to create financial plans which are streamlined for all generations.

Carr and his wife Wendy are active members of their community and live in Spring, Texas with their two sons, Carr III and Colson.

Andrew N. Oak

Andrew N. Oak

Executive Vice President/Operations

As a member of the management team, Andrew’s vision shapes our organizational strategies and implementation into practice. Also holding a Series 7 and Series 66 licenses, he plays a significant role in long-term planning, including an initiative geared toward operational excellence and client services.

Andrew’s first experience in the financial industry began as a result of his seeking out an internship with Salomon Smith Barney while still a junior in high school, leading to being offered a full time position prior to his senior year. After graduation from Elon University in 2004 with a BS in Business Administration and concentrations in Management Information Systems and Entrepreneurship, Andrew spent 9 years involved in every aspect of successful redevelopment projects totaling over a half million square feet valued at over $39 million with a leading development and re-use firm headquartered in Lancaster, PA. Andrew ascended the ranks to serve as Vice President – Development & Construction, and was nominated as one of Central Pennsylvania’s Top 40 under 40 (at the age of 30). With this background, Andrew knows a quality and sustainable financial plan begins with a strong foundation. Andrew seeks every opportunity to enhance the high quality of service to our clients. His constant attention to detail and care has been a notable trait throughout his career.

Andrew lives in Spring, Texas with his wife Lisa and their children, Neely and Jackson.

meet-ars-team-button
ars-crew-center

Crew Center

Wealth Management Portal

Your Personal Website For Anything Financial.

Wealth Management Portal

LPL Account View

Access Your LPL Accounts.

LPL Account View

Airline Resources

Access Your Benefit Resources.

Airline Resources

multi-media-lists

Multi Media

Our Resource Center gives you access to content such as Crew Briefings, Weekly Flyers and Podcasts. These publications feature information about managing wealth in your retirement years. Visit our resources center to view additional promotional videos about ARS and our services.

View Multi Media

front-page