Publications

Books
White Papers

Books

Book cover of The United Pilot's Flight Plan for Wealth, Second Edition, by Paul J. Carroll, CFP, with jet in night sky

The United Pilot’s Flight Plan for Wealth

A Valuable Guide for Pilots Seeking to Build and Protect Their Wealth

Now in its second edition and updated for 2026, Flight Plan for Wealth is a valuable guide for pilots seeking to protect and build their wealth through portfolio and cash management strategies. This edition reflects the latest planning considerations and provides tailored recommendations for maximizing the impact of the retirement and benefit options available to the pilot group.

  • Protecting and building your wealth
  • Portfolio and cash management strategies
  • Tailored recommendations for maximizing the impact of retirement and benefit options available to the pilot group
Get The Book
Book cover: Tips & Traps on business selling strategies by Paul J. Carroll.

Tips & Traps

A Valuable Guide for Selling Your Business While Maximizing Your Wealth

  • Insightful tips into, and traps that may occur selling your business
  • “Start with the end in mind” as you begin your venture
  • Explains the importance of knowing your true enterprise value
  • Advises on how to benefit from identifying your “dream” team

Paul Carroll provides a wealth of insight into both the emotions and process of selling your business to help avoid the many traps that may occur. Paul also advises on the benefits and methods of engaging your “dream” team and the importance of fielding multiple potential buyers. He lays out a plan, once a buyer is chosen, to allow a smooth transition out of the owner-role while protecting your payout in the process. Finally, he addresses the important transition into your next chapter in life.

Get The Book
Cover of A-Players with Intent by Paul J. Carroll, featuring chess pieces.

A-Players With Intent

A Valuable Guide for High Performers Who Intend to Do What It Takes to Become Well-Informed Successful Leaders

  • Concise and clear resource for budding A-Players and successful leaders whom mentor future successful leaders
  • Access to online tools
Get The Book

Resources:

  • Avion Wealth Culture Deck click here
  • Quiz: Find out if you are an A-, B-, or C-Player here
  • A personal growth scoring tool can be downloaded here
  • See additional reading suggestions here
Book cover: Platform for Wealth with an offshore oil rig at sunset.

Platform for Wealth

A Valuable Guide for Energy Professionals in Search of Essential Information

  • Protecting and building your wealth
  • Portfolio and cash management strategies
  • Insight into complex benefit options available to energy professionals
  • Different disbursement strategies to generate income for retirees
Get The Book
Book cover: Your Expert Team on financial planning, team support illustration.

Your Expert Team

A Valuable Guide for Affluent Individuals, Families, and Business Owners in Need of Advanced Financial Planning

Using knowledge gathered from a unique blend of professionals, Your Expert Team reviews:

  • Wealth Enhancement: Mitigating your taxes and maximizing your cash flow
  • Wealth Transfer: Taking care of your heirs and distributing your estate
  • Wealth Protection: Ensuring your assets are not unjustly taken
  • Charitable Planning: Maximizing your impact through charitable giving
Get The Book

White Papers

Book cover for Intelligent Wealth Protection Second Edition by Avion Wealth, with a shield and keyhole graphic.

Intelligent Wealth Protection

Learn how to protect your family, your wealth, and your identity from a new generation of digital threats.

You’ll Learn:

  • The new threats facing high-net-worth families, from voice cloning to deepfake video
  • Why AI has erased the old warning signs in phishing and scams
  • Practical steps to secure your accounts, devices, and communications
  • How to protect family, staff, and advisors from social engineering
  • How Avion builds security into your Wealth Confidence Plan™
Send My Guide
Cover of Complexity to Clarity whitepaper by Avion Wealth, showing an advisor presenting to colleagues in a conference room.

Complexity to Clarity

Learn how to shift from reactive to strategic wealth planning with confidence.

You’ll Learn:

  • Key risks executives face with concentrated equity and deferred compensation
  • Strategies to bridge the gap between financial success and liquidity
  • Tools to align your estate, tax, and retirement plans for long-term clarity
  • Insights from real executives who’ve transitioned from overwhelm to control
  • Introduction to the Wealth Confidence Plan™ and Avion’s integrated advisory model
Send My Guide
Your Privacy Choices

The United Pilot’s Flight Plan For Wealth

A valuable guide for pilots seeking to build and protect their wealth.

Tips & Traps

A Valuable Guide for Selling Your Business While Maximizing Your Wealth

A-Players With Intent

A Valuable Guide for High Performers Who Intend to Do What It Takes to Become Well-Informed Successful Leaders

Platform for Wealth

A Valuable Guide for Energy Professionals in Search of Essential Information

Your Expert Team

A Valuable Guide For Affluent Individuals, Families, And Business Owners In Need Of Advanced Financial Planning.

Download The Guide

Get your free copy delivered instantly!

Thank You!

Thank you for reaching out. Your submission has been received, and our team is currently reviewing your request. You can expect to hear from us within 1–2 business days.

Send Us a Message

A-Players With Intent

Additional Reading Suggestions

  • How to be a Power Connector: The 5+50+100 Rule for Turning Your Business Network into Profits By: Judy Robinett. For sale on Amazon here 
  • Never Eat Alone, Expanded and Updated: And Other Secrets to Success, One Relationship at a Time By: Keith Ferrazzi. For sale on Amazon here 
  • The Fine Art of Small Talk: How To Start a Conversation, Keep It Going, Build Networking Skills – – and Leave a Positive Impression! By: Debra Fine. For sale on Amazon here
  • Book Yourself Solid: The Fastest, Easiest, and Most Reliable System for Getting More Clients Than You Can Handle Even if You Hate Marketing and Selling By: Michael Port. For sale on Amazon here 
  • The Art of Selling to the Affluent: How to Attract, Service, and Retain Wealthy Customers and Clients for Life By: Matt Oechsli. For sale on Amazon here 
  • Business Class: Etiquette Essentials for Success at Work By: Jacqueline Whitmore. For sale on Amazon here 
  • The Drunkard’s Walk: How Randomness Rules Our Lives By: Leonard Mlodinow. For sale on Amazon here
  • Superforecasting: The Art and Science of Prediction By: Philip E. Tetlock and Dan Gardner. For sale on Amazon here
  • Turn the Ship Around!: A True Story of Turning Followers into Leaders By: L. David Marquet. For sale on Amazon here
  • Leaders Eat Last: Why Some Teams Pull Together and Others Don’t By: Simon Sinek. For sale on Amazon here
  • Triggers By: Marshall Goldsmith. For sale on Amazon here
  • Successful Women Speak Differently: 9 Habits That Build Confidence, Courage, and Influence By: Valorie Burton. For sale on Amazon here