Become A Client
We all like to find the best purveyor of whatever goods or services we are seeking. Whether it’s a cool new gadget or excellent service at a restaurant, we all want the “best.” As part of this pursuit of excellence, we often find ourselves doing research and seeking...
There are many intermediate level-offs in the climb as you progress through life. Just like a good preflight will keep you out of trouble, so will planning for life’s level-offs.
Why Pilots Shouldn’t Delay Financial Planning While those of us in the airlines may not always see eye to eye, we all acknowledge one hard truth: Seniority rules. Your entire life at the airline is dictated by your date of hire. It doesn’t matter if you’re the best...
Walk arounds are the first part of our preflight inspection before every leg. They can be dreaded, like in Montreal in January when it’s -30C, or enjoyable, like the last one I did on the ramp in Cabo San Lucas. As pilots, we all know how critical, yet sometimes...
A lesson in getting your planning right What’s in a plan? Think back to when we were just starting out as pilots…for me, it was over 30 years ago. Remember when we were chasing our early ratings and we would plan out those cross-countries? You’d get a blank copy of a...
A wealth manager who is also a fiduciary is beneficial when volatility strikes. Learn how they can help you during times of volatility.
Your Financial Flight Plan
post
Step Climb Your Retirement
post
Seniority Rules
post
Preflight Your Retirement
post
Financial Planning and Flight Planning
post
Crosswind Investing
post
Pilots, Why Are We So Cheap?
post
Looking Back and Finding Our Future
post
Leave it to the Professionals
post
Navigating Turbulence to Help You Arrive at Your Personal Financial Destination
post
Peter Mallouk
President & CEO, Creative Planning
Providing financial peace of mind across the globe
Combined assets under management & advisement as of December 31, 2021