Successful business leaders are often frustrated by a lack of communication and attention to detail from their financial advisor. We develop a Wealth Confidence Plan™ and stay with you every step of the way so that you can focus on your expertise, confident that the details are being managed by the right team with the right advice.
We advise entrepreneurs and executives on tools and resources that help grow businesses, life transitions such as the sale of a business or retirement and executive compensation packages including:
Your industry has been under remarkable duress. You need help!
We have invested a great deal of time and resources learning and documenting the detailed and complex retirement savings plans at major players such as Exxon, Anadarko, Chevron, Halliburton, and Shell.
Avion Wealth is here for you, to help:
Avion Wealth has helped many senior airline captains and executives navigate the shoals of the restructuring of the airline industry and the Pension Protection Act of 2006. We are second to none in our understanding and familiarity with United (Continental) and Southwest Airlines’ complex retirement and benefits packages. We have access to their defined contribution plans and can help compare the difficult choices that are available in both their defined contribution and defined benefit (A-) plans.
Since September 11, 2001, the airline industry has been buffeted by high costs and reduced demand. For many, pensions have been frozen or terminated. It is no surprise our research indicates that 93% of senior pilots surveyed do not feel they have been successful in addressing their financial challenges.
Avion Wealth will help address many of these challenges including:
Additional Reading Suggestions
