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Chart a course towards your financial freedom.

Airline pilot flying

Pilots face unique financial challenges.

With a mandatory retirement age of 65, there are no go-arounds or missed approaches when it comes to planning for retirement. And, given the uncertainties of the airline industry, even small financial missteps can lead to big problems when unexpected events occur.

We specialize in helping pilots and flight crews chart a course toward achieving their financial goals. We have extensive experience helping pilots navigate the unique challenges and turbulence of their financial lives.

We help you navigate the challenges of the airline industry.

  • Mandatory retirement date
  • Pension and Social Security payments
  • Unique airline benefits packages
Airline pilot inside cockpit

Our Approach

We’ll help you navigate a balance between living a comfortable lifestyle today while charting a course toward achieving your long-term wealth accumulation, retirement and estate planning goals. And, because we understand that your journey doesn’t end at age 65, we’ll be there to support you throughout retirement and beyond with our comprehensive approach to income planning, asset protection, risk management and asset transfer.

Put simply, we’ll serve as a co-pilot on your financial journey.

Our Team

At Creative Planning Aviation, we understand that when navigating toward the safety of financial independence, you need the “autopilot” support only a team of specialists can provide. That’s why we deliver a team of credentialed, educated, experienced and action-oriented advisors, including CERTIFIED FINANCIAL PLANNER™ practitioners, Certified Public Accountants, insurance specialists, attorneys and other professionals dedicated to helping you achieve your goals. We provide custom fiduciary advice that puts your best interests first, at all times.

Pilots relaxing on break

Navigating the Specific Aspects of Your Airline’s Benefits Package

Your Creative Planning Aviation team navigates the complexities of your airline’s benefits package, from your 401(k) plan, to your healthcare savings plan, to your health, disability and life insurance programs. We help you design and implement a comprehensive plan to achieve your goals.


Chart your financial independence by optimizing your Delta Pilots Savings Plan (DPSP) or the Delta 401(k) Retirement Plan.

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Optimize your income, savings, and United Pilot Retirement Account Plan in your United benefits package.

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Navigate Southwest’s unique benefits package, such as Southwest Airlines 401(k), 401(a) and more.

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Other Airlines

See how we tailor our approach to your specific needs as a pilot.

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Recent Insights

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide



Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021