Financial clarity for professional pilots
Aviation careers often come with financial complexity that extends well beyond income alone. Variable schedules, unique compensation structures, mandatory retirement ages, and periods of transition can make long-term planning feel especially important. At the same time, pilots value clarity, consistency, and confidence in the systems that support their lives on and off the flight deck.
At Soaring Investment Management, we provide financial planning and investment management designed specifically for professional pilots.
At the start of our work together, we take time to understand your full picture. We talk through your flying career, compensation, benefits, family priorities, and long-term goals. We also look ahead to major transitions, including potential schedule changes, fleet shifts, or preparing for retirement from flying. From there, we help create a coordinated financial approach designed to support you today and evolve as your career progresses.
How We Work with Career Pilots
- Comprehensive financial planning and investment management aligned with your compensation structure, benefits, and long-term objectives.
- A disciplined approach to portfolio management that balances growth and risk while accounting for income variability, furlough risk, and career transitions.
- Planning designed to support changing schedules and travel demands to help ensure your financial systems remain organized, accessible, and easy to manage.
- Coordination with your other professionals, including accountants and tax specialists, to address multi-state tax considerations, base locations, and employer-specific benefits.
- Review of insurance and risk management strategies, including life, disability, and liability coverage appropriate for aviation careers.
- Retirement and transition planning to coordinate with mandatory retirement ages, employer retirement plans, and the shift to life after flying.
- Planning to support family stability, including education funding and financial continuity during extended trips or schedule changes.
Working together, our goal is to reduce financial complexity, bring structure to long-term decisions,
and help you feel confident that your financial plan supports both your career and the life you want beyond it.
Our Core Services
In addition to the pilot-focused planning above, all of our clients receive comprehensive, ongoing financial guidance designed to adapt as life evolves. This includes the development and regular updating of a written financial plan, disciplined investment management with ongoing monitoring and rebalancing, and proactive coordination across all areas of your financial life. We provide regular plan review meetings, open access for questions and conversations as they arise, and secure online tools that keep your information organized and accessible—so you always know where you stand and what comes next.