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OTHER AIRLINES

Your Creative Planning Aviation team adopts a comprehensive, financial planning-led approach with every client. We tailor our approach to your specific needs as a pilot.

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.

Airline-specific retirement plans

As a pilot, you have several vehicles to help you save for retirement. We will help you optimize each of your plans and construct a portfolio tailored to your specific needs. We take into consideration all of the various benefits and plans that make up your airline’s compensation and benefits package.

Expertise of our credentialed and experienced advisors

We will help chart a course toward your financial independence by enlisting the expertise of our credentialed advisors, which include CERTIFIED FINANCIAL PLANNER™ practitioners, certified public accountants, insurance specialists, attorneys.

Optimize your income and savings

Our team works with you to help optimize your income and savings to your retirement plans and to maximize your current and future income sources, such as Social Security and rental income. Our risk management specialists will ensure you and your family are properly protected by identifying and closing gaps in your coverage.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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