ClearWealth® Pre-Retirement Program
We surveyed pilots on their retirement planning and 64%* said they aspire to work with an advisor to help meet retirement goals. To help put you on track for a comfortable and confident retirement Cleary Gull has specially designed the ClearWealth® Pre-Retirement Program for airline pilots. Services include:
The ClearWealth® Confidential Questionnaire (CCQ) will help form the basis for your customized investment and retirement plan. By evaluating your investments, business interests, real estate, cash, income requirements, risk tolerance and other factors, we can offer a strategy that is best suited to your particular needs.
Complete your United Airlines CCQ, here.
With benefits plan changes at many airlines your 401(k) is the cornerstone of your retirement planning. The sooner you begin to create your financial and retirement plan and focus on managing your money, the more opportunity you will have to retire successfully.
You have multiple options on what to do with your retirement assets. Each option has pros and cons and should be reviewed in comparison with your personal goals.
Self-manage among existing core plan investment options,
Self-direct in brokerage platform, or
Use a third party investment advisor to manage funds
Roundtable Discussions are designed to assist you in planning for your retirement and are a good resource for your questions. Unlike seminars, they are informal and held in a more personal setting where your concerns drive the discussion. We encourage you to bring any questions or materials that you would like to go over in order to help you understand what your retirement will look like and how to begin creating a plan to get there. We will help answer these questions and suggest options to consider along the way. Breakfast or Lunch will be provided and they are always free to attend.
The seminars are a more formal, structured educational opportunity where we focus on the major challenges that you will encounter in your financial life as you prepare for retirement. Topics will range from pre-retirement planning, retirement planning, investments, family financial survivorship guidance to estate planning. We elaborate with detail in our presentation the challenges, benefits and potential solutions for creating a retirement plan to help you achieve the goals you want. All seminars are free to attend with breakfast or afternoon snack provided.
Spouses are welcome, but seating is limited in each of these meetings!
For more event details please click here.
Call us at 844-4MY-401K or email us to discuss what option is best for you.