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Services

At Pilot Wealth Management, we offer a wide range of financial planning services, including:

Financial Planning Strategies

We help clients establish their financial goals, both short and long-term, determine their assets and liabilities, and evaluate their current financial position. From there, we can create and implement a strategy, focusing on the client’s needs and objectives. 

Money Management

We can help clients create an investment portfolio that produces an appropriate diversification based on their objectives and risk tolerance. Our goal is to help clients receive the highest rate of return with the least amount of risk. 

Cash Flow and Debt Management

Everyone knows they should spend less than they earn, but not everyone actually does this. We can help identify where a client’s cash is going each month and evaluate potential opportunities to improve their cash flow through proper debt management. 

Retirement Planning

When it comes to planning for retirement, we want to make sure we help you make the right decisions during your accumulation years to ensure you have the proper amount of assets to reach your retirement goals. We help clients understand and maximize the benefits of traditional and Roth IRAs, company-sponsored retirement plans such as 401(k)s and Defined Benefit Plans, and consolidating retirement plan assets from former employers into a retirement account that offers greater investment choices, guidance, and flexibility.

Estate Planning

Many individuals want to leave a legacy for their family. We can assist individuals with their estate planning needs, including offering insight and appropriate recommendations. Estate planning is critical for ensuring your wishes are carried out. Without a plan, the state will handle the assets according to probate laws and taxes can quickly add up. We can help clients identify how they want to pass on their assets, who will receive what, and when and how.

College Planning

A major concern among families is determining how they will pay for their children’s college expenses while still saving and planning for their retirement goals. We can help clients calculate college costs, evaluate funding options, and create an education strategy tailored to their goals. 

Insurance

Insurance is an important part of a complete financial plan. We can help clients determine what type of coverage is best for them, from life to long-term care insurance.