What will your retirement skyline look like?

As your co-pilots, we’re here to help you navigate a confident financial future.

Explore Your Financial Flight Deck

Are you using the right instruments and strategies to help you lift off and land safely in retirement? We’ll help you navigate the options.

Retirement Income Strategies

Unlike the working years, when you’ve likely drawn a regular paycheck, at retirement it’s time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.

Wealth Management

We offer a suite of services to affluent clients who are looking for a holistic approach to their financial future, all in one place. We’ll help you with comprehensive guidance to help reach the goals and dreams you’ve been envisioning.

Investments

Whether you prefer to “set it and forget it,” or you want to more actively participate in your investments, we can help you design an investment strategy that matches your risk tolerance and goals. And we know that risk tolerance changes as life happens — so we plan for that, too.

Life Insurance

Life insurance can play an important role in an overall financial strategy — both to protect yourself and your loved ones should the unthinkable happen and in some cases to help preserve your assets for future generations.

Tax-Efficient Strategies

Taxes can take a bigger bite out of your retirement income — or your legacy — than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.

IRA Legacy Planning

How you approach your financial planning today defines what your legacy to your loved ones will look like after you’re gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.

Long-Term Care Strategies

For retirees, outliving good health can be both a mental and financial blow. Accounting for future long-term care needs not only lifts a weight off your shoulders today but can help your loved ones breathe a sigh of relief down the road.

Annuities

Annuities are financial tools that can help you create a stream of income that you can’t outlive. But today’s annuities aren’t like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We’ll help you compare your options.

Asset Preservation Strategies

We keep our eyes on the horizon so you can enjoy your retirement. We’ll design a strategy to help you minimize risk, including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).

Insurance products are offered through the insurance business Aerodyne Wealth Management. Aerodyne Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Aerodyne Wealth Management are not subject to Investment Adviser requirements.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Aerodyne Wealth Management is not affiliated with or endorsed by the U.S. Government or any governmental agency.

The Financial Flight Plan and the five stages of flight.

We're here to help you design a Financial Flight Plan that allows you to navigate turbulence and soar through retirement unburdened by financial stress.

Get Started Today

Take Off: Income
Every flight starts with a take-off and every retirement plan starts with income. A plane can have multiple propellers to help create thrust, just as your retirement income can come from multiple sources like Social Security, pensions, and investments. This income gets you off the ground and into the friendly skies of retirement.
Ascending: Investments
After take-off, a pilot can enter into a climb that is too aggressive and risk crashing the plane. Investments in retirement may operate in much the same way. Every investment has risks, and while we can never eliminate risk, we try to avoid climbing too aggressively in this stage of flight.
Cruising Altitude: Taxes
Think of your tax bracket as the cruising altitude. We've turned off the "fasten your seat belt" sign and you are free to roam about the cabin as we navigate the ever-changing tax landscape.
Descending: Health Care
Just as pilots prepare for potential turbulence during the descent, we must anticipate and plan for the inevitable challenges that come with aging. Aging might be inevitable, but it doesn't mean that we must accept a subpar health care plan.
Landing: Legacy Planning
In aviation, over half of all accidents happen on the final approach and landing. Similarly, if not structured properly, you can lose half of your hard-earned wealth to things like inheritance taxes and probate. Our mission is to help you land the plane at your desired location and end the flight on a high note, to help ensure that your final wishes are clearly documented and your legacy is preserved.

Ready to Lift Off to a Brighter Retirement?

It’s never too early – or too late – to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.