Winged Wealth Helps Pilots, the Military Community, and their Families:
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Determine their 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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TSP and IRA optimization
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Should you take SBP?
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Do you have enough life insurance? Too much? Wrong type?
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Transitioning to the airlines or career 2.0
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How much is enough for retirement?
![FAMILY Family Picture](https://www.wingedwealth.com/wp-content/uploads/2020/09/FAMILY-scaled.jpg)
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
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 & 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 (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