The Pilot Pre-Retiree Program

A Tax, Financial, and Retirement Planning Program Designed Specifically for Aviation Professionals

Being a pilot is a wonderful privilege. Whether you fly commercially or privately, you have an important job and unique skillset. Designed specifically for professional aviators aged 50 and up, we’ve built a process helping you walk through all of the areas of tax preparation, estate and financial planning, as well as the areas of financial life specifically related to your passion for flying, to help you prepare for the retirement you want.

  • Invest Wisely

    Whether your company’s retirement plan, or your own savings, it’s imperative your assets are working towards your goals, especially if your employment falls under the Part 121, age-65 forced retirement.

  • Minimize Taxes

    Pilots can have interesting tax complications. We can help you be tax efficient, now and in retirement, as well as prepare your return and maintain compliance. From state tax issues, to recreational aircraft ownership, to rental arrangements, to leasing, and hobby deduction rules, we have you covered.

  • Live Uniquely

    There is no “right” way to retire. Your financial life, your unique flight plan, should reflect the things most important to you. We can help you build it.

Steven K. Howell,
CPA, CFP

We are CPAs and Certified Financial Planners®, not salespeople. As a fiduciary, our goal is singular: help you build the life and future you want.

Being a pilot takes years of training, and requires skill, patience, and dedication. We want to help you leverage your hard work and abilities to find the financial freedom you need.

Across the country we work with those flying under Part 121, Part 135, armed forces service, and hobbyists. All of our services are tailored to your needs and come with access to our mobile planning app. Message us below if you’re interesting in having a conversation to get to know each other.