About Us

Aviation Financial Freedom is a specialty practice of Creative Planning.

We believe your portfolio must consider not only your current financial situation and long-term goals, but also the unique circumstances in your life as an airline pilot.

Our team understands that pilots operate in a controlled work setting. Your colleagues and passengers are counting on you. You know when to show up and where you need to be. You want to work with wealth management and estate planning professionals who share your sense of responsibility to the people they serve.

We also know how important it is to keep your finances in good order so that you are well prepared to make informed decisions as you encounter choices along the way, both pre- and post-retirement. Your Aviation Financial Freedom team at Creative Planning follows a clear process that helps break down complexity and keeps you on course to reach your goals.

Who We Are

We are a specialty practice of Creative Planning, a national wealth advisory firm that provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning and estate planning services. Creative Planning was named the #1 Independent Wealth Management Firm in America by Barron’s (2017), and CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States for two consecutive years (2014-2015).* As of March 31, 2021, Creative Planning manages $75.6 billion for clients in all 50 states and abroad.

Peter Mallouk, president and CEO of Creative Planning, is a lawyer as well as a financial advisor. Barron’s magazine named Peter the #1 Independent Financial Advisor in America for three consecutive years (2013-2015). Peter was recognized on Worth magazine’s Power 100, a list featuring the 100 most powerful men and women in global finance (2017, 2018). In 2017, Peter was a recipient of the Ernst & Young Central Midwest Entrepreneur of the Year Award.

*Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The company never pays a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.

*Please see important disclosure information.

Our Process

Initial Meeting

Your relationship with our team begins with a meeting to help us understand your current financial situation. We will work to determine where you are today, what your goals are for the future and what we need to do to make sure you remain on track.


Based on your goals, your team will recommend next steps for investment allocation, retirement planning, asset protection planning, estate planning and tax planning, taking into consideration the various components of your compensation and benefits, as well as your outside investments and business interests.


The dashboard serves as an ongoing checklist, tailored to your situation and objectives. Your team will show you a summary of where you are, what has been accomplished and what items must be addressed in the near future. We stay on top of all required tasks to help ensure you remain on track toward achieving your goals.

Annual Review

Once a year, your team meets with you to check in on your goals and update your dashboard. Your team will also be in touch throughout the year as questions, issues and opportunities arise.

Meet a Few of Our Specialists

Each airline professional who is a client works directly with a wealth manager. The wealth manager is an experienced professional who helps create a customized investment strategy based on your long-term goals, and coordinates with a dedicated team of specialists to implement the strategy. Your wealth manager works alongside you and your family through ongoing communication and strategic review sessions to ensure your plan continually adapts to your changing needs.

Our team includes an attorney with experience working with pilots, a financial planner who has worked with pilots at major airlines and understands the compensation and benefits packages, and a CPA with experience serving pilots and aviation professionals. These individuals not only work directly with our aviation clients, but also share their expertise with colleagues across the entire firm, creating a deep bench of professionals to serve you.