What’s on our mind? You can read about it in our blog. And if you have questions, feel free to schedule a call anytime using the link below. Thanks for stopping by!
Do You Need A Life Insurance Review?
Have you ever thought about what would happen to your family if you were to die tomorrow? Would they be able to cover their basic living expenses? Would your kids be able to go to college? It’s an uncomfortable thought which many...Read More
What Is Your Long-Term Care Plan?
Do you have a care plan for your long-term health and financial well-being as you age? You’d be surprised how many elderly adults don’t plan for their long-term care and end up in less-than-satisfactory situations. You...Read More
Medicare Open Enrollment Starts On October 15th, What Do You Need to Know?
If you’ve thought about retirement at all, you’re probably aware of Medicare, a federal insurance program designed for people older than 65, younger adults with disabilities, or those with end-stage renal disease that...Read More
How to Teach Your Kids About Money
If you’re like most parents, the minute you hold your new child in your arms you start thinking about all the things you’re going to do with them and the lessons you will teach them along the way. Most parents want to see...Read More
Our Mid-Year 2018 Economic Update
Believe it or not, we are halfway through 2018! As we reach this mid-year mark, let’s dig in to the details of what our economy is up to. After a stellar 2017, 2018 has brought a fair share of ups and downs, market volatility,...Read More
My Three Favorite Restaurants In Ann Arbor
According to the Bureau of Labor Statistics, an average American household spends more than $3,000 a year on eating out. As an advisor, I help my clients plan financially for what matters most to them, and hey, we all have to eat! When...Read More
Your 2018 Social Security Benefit Guide
Almost 62 million people depend on Social Security in one way or another. Born out of the Great Depression as a retirement safety net, it has grown to cover 96% of workers in the US. (1) In 2017, the Social Security Administration paid...Read More
How to Maximize Your University of Michigan Benefits Package
As an employee of the University of Michigan (U-M), you know that the university and students appreciate their staff. It’s no surprise that the university employee benefits package offers a variety of valuable financial,...Read More
Is Your Retirement Plan Ready for a Market Downturn?
If you’ve kept an eye on the markets in the past year, you know that 2017 was a banner year for stocks. In fact, both the Dow Jones and the S&P 500 celebrated the launch of 2018 by reaching record highs (1) and until the...Read More
Love and Money: 6 Financial Actions for Couples
The statistics that surround the conversation of love and money aren’t pretty. We all know that money can cause rifts in relationships, but not many realize that couples average three arguments per month about financial issues...Read More
Four Recommended Financial Resolutions for 2018
For many of us, a new year equals new goals and resolutions. Whether you want to get healthier, improve relationships, or focus on your finances, it can be difficult to know where to start. It’s not surprising, then, that 80% of...Read More
Stocks and Company Spending Up on News of Tax Bill, But What Does it Mean for You?
On Wednesday, December 20, 2017, the House passed a tax bill, which will be signed into law by President Trump. Since the campaign trail, President Trump has promised tax reform and this bill entails a number of changes to the U.S. tax...Read More
You Can Now Schedule an Appointment Online to Update Your Financial Plan for 2018!
A new year is just around the corner, and with a new year often comes fresh starts, new goals, and renewed motivation. New Year’s resolutions usually lead people to purchase gym memberships or pledge to spend more time with...Read More
What I am Thankful For This Year
Happy Thanksgiving to you and your family! I want to take a moment to thank you for an amazing year in 2017. We sincerely appreciate the trust you place in our firm, and we take our responsibility to you and your family very seriously....Read More
How Do Your Retirement Savings Compare to Your Peers?
As we age, it seems like we are inundated with news articles and stories about our impending retirement. Unfortunately, a lot of the advice can be contradictory or overwhelming. We are told that we need X amount for a 20-year...Read More
Meet Chris (Video)
I want to help my clients reach their financial dreams by giving them honest and objective financial advice.Read More
We Want to Learn How We Can Best Help Your Family
A trusted advisor plays a very personal role in your life and can help you and your family for decades. At Pilot Wealth Management we want to make it easy for you to get to know us and learn how we can help you and your family.Read More
We Understand Our Clients (Video)
Our goal is to serve as your financial copilot and navigator through the complexities of financial planning. We understand that no matter how much money you earn, you want to make the most of it. But our services extend beyond...Read More
What To Do When the Market is Up
For the past several years, people have been vehemently predicting a market downturn. As a result, you’ve probably seen plenty of headlines about what to do when the market goes down, but lately it seems the market doesn't care...Read More
What We Do and How We Can Help
A financial advisor can be one of the most prominent professionals a person works with in their life, playing a very personal role and forming a long-lasting relationship. It’s not surprising, then, that it can be incredibly...Read More
Why I Became a Financial Advisor
Like many young adults fresh out of college, I wasn’t sure what I wanted to do with my career. My dad was a CPA, and an interest in finance ran in the family, so I assumed that would be the best route for me to take. I applied...Read More
Announcing Our New Website and Newsletter!
We are thrilled to announce the launch of the new Pilot Wealth Management website and newsletter! The new website and communications are designed to offer you information, resources, and updates to help you pursue your financial goals....Read More