Comprehensive Personalized Financial Planning


Personalizing all of the aspects of financial planning requires detailed data and broad vision. To effectively coordinate all the unique dimensions of a client’s current status with his or her goals and ambitions is often wide-ranging. It can’t be accomplished in one or two sessions with limited scope involving only a few parts of the whole financial tapestry. The evolving nature of resources, assets, and goals must be monitored, adjusted and kept current.

Utilizing state-of-the-art web based software we analyze and model all personal financial components (income, assets, taxes, estate planning needs, asset protection, life and health insurance, liability protection, investment strategies, long term care needs as well as short and long term goals), we develop a high probability solution to the question “What are the best decisions I can make for financial success?” We understand the issues pilots face in accumulating, growing, and protecting personal wealth. We know the importance of making good, tax efficient strategic decisions, as well as the importance of avoiding bad ones. We have seen plenty of both.

Integrating our unique Career Earnings Model (a tool you won’t find any place else) with multifaceted personal financial planning software will develop a path leading to financial independence for you and your family.


He that is of the opinion money will do everything may well be suspected of doing everything for money.
Benjamin Franklin