Winged Wealth Helps the Military Community, Aviators, and their Families:
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Determine goals and dreams.
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Plan and execute to achieve those goals and dreams.
We help solve specific problems like:
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How do I optimize my TSP and IRA? What’s a Backdoor Roth IRA?
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Should you take SBP?
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Do I have enough life insurance? Too much? Wrong type?
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How do I transition to the airlines or career 2.0?
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How much is enough for retirement?
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.
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.
Are We Hitting the Right Targets?
- I don’t love budgeting, but I need to keep an eye on my money.
- Am I doing the right things with my TSP?
- What am I missing about taxes?
- Is the GI Bill enough for college?
- Is SGLI enough life insurance?
Life’s Getting Busy. What Are We Missing?
- I heard that I can’t invest in a Roth IRA because I earn too much?
- What should I do with my TSP as I start my new job?
- How do I navigate the VA Disability Process?
- I’m thinking about life insurance instead of selecting Survivor Benefit Plan (SBP).
- Do I want my kids to inherit this much at age 18?
When is Work Optional? What Can We Spend in Retirement?
- We think we’ve saved enough; are we right?
- What risks aren’t we thinking about?
- How do we turn our nest egg into a monthly paycheck?
- How do I avoid tax torpedoes as a retiree?
- Do we need Long-Term Care Insurance?
- We want to give smartly. How do we do that?