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Wealth Management for Pilots

As your trusted copilot, we’ll show you a richer way to wealth™ and help you chart a unique course toward financial freedom.

Airline pilot flying

Wealth Management Done Right

There are no go-arounds or missed approaches when it comes to retirement planning. To increase the probability of reaching your financial goals over the course of your career, Creative Planning can take you to the next level.

As one of the nation’s largest independent registered investment advisors, we provide comprehensive wealth management that goes beyond what you receive for free from your brokerage firm and the Independent Pilots Association (IPA.)

We have extensive experience helping pilots weather financial air pockets along the route toward their financial goals.

We’ll help you navigate a host of industry-specific challenges, such as:

  • Mandatory retirement at age 65
  • Pension and Social Security payments
  • Unique airline benefits packages
  • Job-specific uncertainties

We can also advise you on a number of other financial matters, including:

  • Risk management
  • Tax planning
  • Estate planning
  • Business owner services
Airline pilot inside cockpit

Our Approach

We’ll help you navigate a balance between living a comfortable lifestyle today and working toward your long-term wealth accumulation, retirement and estate planning goals. Because we understand 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 trusted 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 type of autopilot-like 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 always puts your best interests first.

Pilots relaxing on break

Get Help Navigating the Complexities of Your Unique Benefits Package

In addition to helping you fully understand the complexities of your airline’s benefits package (including your 401(k) plan, healthcare savings plan and health, disability and life insurance programs), we can also assist you in designing and customizing a comprehensive plan for achieving your financial goals.

Delta

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

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United

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

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Southwest

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

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American

Plan your financial future by optimizing your American Airlines 401(k) Plan for Pilots.

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UPS

Explore UPS’s unique benefits package, such as UPS/IPA 401(k), Defined Benefit Pension Plan (A-Plan) and Money Purchase Pension Plan (B-Plan).

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Recent Insights

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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