Who We Serve

Max perform your money and transition to civilian life

Winged Wealth Helps Pilots, the Military Community, and their Families:

  • Determine their goals and dreams
  • Plan and execute to achieve those goals and dreams
We help solve specific problems like:
  • TSP and IRA optimization
  • Should you take SBP?
  • Do you have enough life insurance? Too much? Wrong type?
  • Transitioning to the airlines or career 2.0
  • How much is enough for retirement?
Family Picture

Example Services

The following are example financial planning areas for our clients.  Your needs may differ and Winged Wealth will work with you to craft a service offering that’s tailored to your requirements.

DIY
Do-It-Yourself (DIY) Investors
  • Winged Wealth does NOT have to manage your money.  We’re happy to help “over-the-shoulder”
  • We can help you plan and execute, or share the load
  • Partnership and education are foundational to our service, but we’re here to meet your needs
Wingman Plan
Wingman / FNG (just starting out)
  • Cash flow planning
  • Investment & retirement benefits planning
  • Tax planning
  • College planning
  • Student loan planning
  • Basic estate planning
  • Basic insurance planning
Flight Leads
Flight leads & IPs (Nest egg started, but financial complexity is building)
  • Cash flow planning
  • Investment & retirement benefits planning
  • Tax planning
  • College planning
  • Student loan planning
  • Insurance planning (risk mitigation)
  • Career transition planning (Reserves? Guard? Airlines? Other?)
  • Real estate planning
  • Business planning
  • Estate planning
Silverbacks
Silverbacks (tactical liabilities and retired military/airline pilots)
  • Cash flow planning
  • Investment & retirement benefits planning
  • Tax planning
  • College planning
  • Insurance planning (risk mitigation)
  • Career transition planning
  • Real estate planning
  • Business planning
  • Retirement income planning
  • Estate and legacy planning
Service Wingman or Just Starting Out Column 3 Column 4
Cash Flow / Budgeting Basic Column 3 Value Column 4 Value
Investment Planning & Management Basic Column 3 Value 2 Column 4 Value 2
Tax Planning Basic Column 3 Value 3 Column 4 Value 3
Insurance Planning Basic Column 3 Value 4 Column 4 Value 4
College Planning Basic Column 3 Value 5 Column 4 Value 5
Student Loan Management As needed Column 3 Value 6 Column 4 Value 6
Estate Planning Basic Column 3 Value 7 Column 4 Value 7
Career Transition Planning Hopefully Not Yet Column 3 Value 8 Column 4 Value 8
Real Estate Purchase Planning As Needed Column 3 Value 9 Column 4 Value 9
Business Planning If Needed Column 3 Value 10 Column 4 Value 10
Retirement Benefits Planning If Needed Column 3 Value 11 Column 4 Value 11
Legacy Planning Let’s build one first Column 3 Value 12 Column 4 Value 12

Want to know more? Contact us or schedule a complimentary introductory call.