Complete Guide to Financial Health for Pilots & Aviation

Hi, Kort McCulley here, and I want to talk to you about the complete guide for financial health for pilot organizations. Several pilot organizations approached us several years ago, and we helped them create unique plan designs with their retirement plan to help attract and retain key employees and key employees, a lot of times, could be those pilots, or it could be other members of the team as well.
But there needed to be more pilots. There continues to be that challenge in the marketplace, and we were pulled in to help design some of these retirement plans for these organizations to keep tractor retains these key pilots and allow them to serve their clients so that they can continue to grow and avoid being faced with this constant turnover challenge that exists.
And the retirement plan became a unique attribute, tool, or benefit available for them to utilize. And it has become an absolute differentiator for them to attract, retain and keep these employees stickier with the organization long term. So we put together this complete guide on how we did it.
Please stick around for the rest of these videos, and we'll look forward to talking to you soon.

What Is Your Vision?

Plan Design

Investment Strategy

Annual Service Plan

Education Experience

Ongoing Monitoring

Wrap Up
Schedule a Consultation Now