Avoid Turbulence in Your Financial Future, Even When Things Feel Rough Now
Spectrum Asset Management Helps Pilots Create A Better Plan For Their Money
Financial Planning for Airline Pilots
Most pilots don’t have a financial plan as clear as their last flight plan. When the world is uncertain, you need the confidence and security of an expert at the helm.
At Spectrum Asset Management, we help define your ideal destination so you get a strategy best suited to get you where you want to go.
Leave the Unknown Behind and
Move Forward With Clarity, Confidence and Certainty
How We Help You
Strategic Services
- The Values Filter Development Process
- Exit Strategies
- Creating your Ideal Calendar
- Financial Road Map
- Wealth Team Coordinator
Traditional Services
- Total Balance Sheet Overview
- Financial Planning
- Investment Management
- Investment Consulting
- Portfolio Management
Strategic Partner Services
- Basic & Advanced Estate Planning
- Tax Planning
- Advanced Insurance Design & Placement
- Business Transfer
- Risk Management
Confidence in 3 Easy Steps.
Step 1: We Look at Your Long-Term Vision
Why? Because your retirement should serve what you want, not what an advisor wants. We can’t build a plan if we don’t know where you want to go.
Step 2: We Create A Financial Road Map
A financial plan that includes a Kolbe® and Money Max® survey, that gives us a strong sense of how to work together with your unique personality, financial situation, and long-term goals.
Step 3: We Align Your Total Balance Sheet
Your balance sheet (liquid and illiquid) aligned with your core values creates clarity, confidence, and peace of mind.
Don't Leave Your Future to Chance
With so much noise out there about money, retirement, and planning, it can be easy to veer off course. Work with Spectrum Asset Management and replace uncertainty with confidence.
