Pilots of both fixed- and rotary-wing aircraft have faced many changes over the years. From corporate Chapter 11 bankruptcies to large airline mergers, many have had to adapt to company transformations — making current income and retirement planning increasingly complex.

At SOUND Wealth Management Group, we understand the meticulous attention to detail required by pilots to ensure comfort and safety until engines down. From traditional investment and retirement planning to complex A/B pensions and insurance policies, our team offers the full gamut of wealth management solutions for pilots and their families.

Over the years, we’ve witnessed the reduction — and even elimination — of corporate matches, as well as the disposition or transition of pension plans to the Pension Benefit Guaranty Corporation (PBGC), Voluntary Employees’ Beneficiary Association (VEBA) Trusts, or other air and freight logistics conversion plans such as Pilots’ Retirement Savings Plan (PRSP), Pilots’ Money Purchase Pension Plan (PMPP), and defined benefit plans. The economic terrain is constantly shifting, and the “unknowns” must always be considered. SOUND Wealth Management Group works with families from major carriers, PPL/PPC holders, and freight and logistics pilots, helping you and your family preemptively model a variety of benefits plans to test the potential impact of “what if” scenarios and the probabilities of attaining your financial goals against varying income levels, modified compensation plans, future expenditures, and planned retirement dates.

When it comes time to transition from primary income to sustaining a lifestyle built from past success, we help synchronize your financial plan with your goals and continue to guide you and your family through the years ahead — the ones you’ve designated for pursuing the lifestyle you’ve envisioned.

Gary and Brandon, who hold the Accredited Investment Fiduciary® (AIF®) designation, along with the entire SOUND Wealth Management Group team, have the training to implement a prudent process in their investment practices.