Discipline and planning to help manage your retirement assets

For many years, we have assisted pilots and their families approach retirement with confidence. With many important financial goals on the horizon, we provide the discipline and the planning to help manage your retirement assets to meet your needs now and in the future.

Our sophisticated portfolio construction techniques are designed to help achieve your goals while minimizing risk. As part of our process we take into account:

• A-Fund analysis - including maximizing your living benefits and income and how these assets fit into your overall investment plan

• B-Fund analysis – including reviewing all of your current holdings and determining how these assets can be integrated into your overall retirement portfolio

• SuperSaver and Brokerage – analyze your overall portfolio allocations and review them against your risk profile, time horizon, income needs and overall objectives

“We believe the trust our clients place in us is at the center of our wealth management philosophy.”

To help maximize your assets and living benefits, we will look at all your current holdings, identify your goals, objectives and priorities for the future then build your plan to meet those needs. As a result of our planning, we help you answer many important questions:

• How do I make sure my investments are aligned with my goals?

• How much do I need for retirement?

• When can I retire?

• What are my financial blind spots?

• What can I do to reduce the taxes I am paying on my investments?

• How can I plan for a career change or life transition?

• How should I plan for healthcare costs in retirement?

• How do I balance funding education with saving for retirement?

• How can I put together a legacy plan for distributing my estate according to my wishes?

Wells Fargo Advisors is not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.