Your Creative Planning Aviation team adopts a comprehensive, financial planning-led approach with every client. We tailor our approach to your specific needs as you navigate American’s unique benefits package.
We are equipped and ready to assist with all aspects of your financial life. Whether you are navigating the challenges of your career, approaching your mandatory retirement age of 65, or ready to enjoy retirement to its fullest, we are ready to partner with you to provide trusted advice and customized solutions to guide you in making sound financial decisions.
American 401(k) Retirement Plan
A key element of your financial plan is optimizing your American Airlines 401(k) Plan for Pilots. We can partner with you through your BrokerageLink at Fidelity as your professional investment manager and construct a portfolio tailored for your specific needs.
Expertise of our credentialed and experienced advisors
We will help chart your financial independence by applying the expertise of our credentialed and experienced advisors, which include CERTIFIED FINANCIAL PLANNER™ practitioners, certified public accountants, insurance specialists, attorneys.
Optimize your income and savings
Together, we will seek opportunities to optimize your income and savings in your 401(k) and help maximize your current and future income sources, such as Social Security, rental income, or frozen pension benefits. Our risk management specialists will help ensure you and your family are properly protected by identifying and closing gaps in protection. Our team of attorneys can design and implement estate planning strategies to meet your needs.