DTY Wealth Planning Solutions has been working closely with airline pilots for nearly 15 years. From bankruptcies to mergers, we’ve guided our clients through the issues they face when working in the airline industry. We have a genuine understanding of your situation and recognize the affects and adversities this has on your retirement plan and benefits.
As an airline employee, your Retirement Plan may have been enhanced with a Self-Directed Brokerage Account option (SDBA), or ‘brokerage window’, thus giving you greater flexibility and access to a larger number of high quality investment options. This enables you to retain the direct personal advisory support needed to sensibly manage your account.
Utilizing this ‘brokerage window’ will provide you access to more choices, more flexibility and the unique opportunity to have a professional money manager. DTY Wealth Planning Solutions can provide you with these services, as well as personalized investment options to customize your portfolio and enhance your overall retirement plan.
Do you have the expertise and time to give your assets the attention they deserve? DTY Wealth Planning Solutions has extensive knowledge that could impact your specific Retirement Plan. Whether you are a pilot, flight attendant or in management, DTY has investment management programs in place for most aviation personnel. Call us today!
Please visit our ‘Financial Services’ page for a more in-depth view of the various services we offer.