Idea Transcript
OUR SERVICES RAA’s expertise in the industry allows us to assist you with the important decisions you will make during your career and after retirement. Our professionals have the experience and resources to help you create and implement a disciplined financial plan encompassing investment management, financial planning, estate planning, survivor assistance, tax and insurance guidance as well as your company benefits. We have worked successfully with thousands of clients to help them address their unique needs.
Financial Planning Financial planning is never a one-dimensional process. It entails coordinating numerous factors that touch upon your investments, future income requirements, estate plan, tax situation and other key considerations. A strong financial plan gives you an objective view of your overall financial picture and provides you with the guidance you need to enjoy a stress free retirement. Our Relationship Managers have the experience, expertise, and resources to help you and your family create and implement a thoughtful and disciplined financial plan.
LEARN MORE ABOUT OUR FIVE STEP APPROACH
INVESTMENT MANAGEMENT If you are like many other investors, one of your most significant concerns may be falling short of your financial goals. RAA harnesses extensive investment management expertise to create investment strategies designed to meet your lifetime growth and income needs. At Retirement Advisors, your portfolio will be diversified broadly across an array of asset classes, investment styles and investment managers. We take special care to combine these elements to reduce overall portfolio risk. Diversification also provides you with a wider range of return opportunities. INVESTMENT PROCESS
INVESTMENT POLICY COMMITTEE
MANAGER SELECTION PROCESS
ESTATE PLANNING There is a very common misconception that only elderly or wealthy people need to have an estate plan in place. No matter how many years you believe you have left or how much money you have, a carefully crafted plan will clearly define your wishes, should you unexpectedly become incapacitated and unable to make decisions. Whether or not you already have an estate plan in place, we offer a complimentary review to ensure that your documents are current or can advise you on how to get started.
PLANNING AHEAD GUIDE Retirement Advisors has developed a guide to help you, your spouse and family sit down and plan for the transition of running your household should one of you become incapacitated or pass away. There are many publications that provide assistance once you become a widow or widower, but it is hard to find help on preparing for that eventuality. We want to help ease the burden of the surviving spouse and family members.
REQUEST YOUR GUIDE (HTTP://INFO.RAA.COM/PLANNINGAHEAD)
Survivor Assistance Dealing with the loss of a spouse, child or parent can be an emotional roller coaster and can change everything in an instant. We have spent many years developing our Survivor Assistance Program to guide you through the financial decisions, paperwork, and estate settlement that follows a death. Our crisis team, which consists of your Relationship Managers, your CPA and estate planning attorney will be there to assist the surviving spouse and extended family when they are least able to attend to the details. There's nothing like the peace of mind you get as a RAA client, knowing your family will be taken care of, should something happen to you.
Survivor Handbook Our Survivor Handbook was designed to assist you during one of the most challenging times you may fice after the passing of a loved one. While there is not an answer for every situation, we hope this handbook will assist you in getting organized, knowing who to contact for various issues, as well as provide you with basic educational information on this difficult topic.
REQUEST YOUR HANDBOOK (HTTP://INFO.RAA.COM/SURVIVORHANDBOOK)
TAX & INSURANCE GUIDANCE Tax laws are often complicated and can change frequently. It is essential that all aspects of your financial plan take advantage of current legislation. Our Relationship Management team has the knowledge and experience to help guide you with complex federal and state tax issues, taxation of stock options and estate tax consequences.
FINAL APPROACH PROGRAM®
Request your FREE Final Approach retirement planning guide. The Final Approach Program ® is the industry's leading pre-retirement program, covering all aspects of retirement planning. It is designed to provide pilots and their families with accurate and timely guidance in preparation for retirement that includes everything from property filling out the required retirement forms, to evaluating the financial and estate planning process. Just as we continually provide our clients with quality and accurate information through their retirement years, our Final Approach Program ® serves as a pilot's primary source of quality information prior to retirement. You will receive a personal analysis of your income, cash flow, expenses, taxes and the probability of your success in retirement. It also Includes: Retirement checklist Ongoing, personalized program of assistance Important resources and contact information Custom personalized analysis Benefit updates Explanation of the estate planning process
REQUEST YOUR GUIDE (HTTP://INFO.RAA.COM/FINALAPPROACHREQUEST)
WHO WE SERVE Select your employer to learn more
Alaska (../airlines/how-we- American (../airlines/how- Delta (../airlines/how- Southwest (../airlines/how- United (../airlines/howcan-helpwe-can-helpwe-can-helpwe-can-helpwe-can-helpalaskan.shtml#alaskanaa.shtml#americandelta.shtml#deltaswa.shtml#southwestunited.shtml#unitedairlines) airlines) airlines) airlines) airlines)
Experience For over 30 years, RAA has assisted airline pilots and their families with a variety of financial planning services including 401(k) professional management, comprehensive financial planning, estate planning, benefits reviews, tax guidance, retirement planning, investment management, income planning, and Social Security and Medicare guidance, just to name a few.
Your Retirement Plan Your retirement plan has changed drastically in the last few years due to the bankruptcy in 2011. The A fund is frozen with an annuity and the B fund is now under your control. What you have left to build out your retirement picture is your 401(k). Between your own contributions and that of American, you have a great opportunity to grow your 401K rapidly between now and retirement.
AIRLINE REPRESENTATIVES
American
ACTIVE
RETIRED
Daniel E. Griffin
Bob Paty
George Griffin
Bruce Killips
Dave Duquemin
Chuck Comeau
Doug Balmain
Cole Buxton
Brian Parnell
Dave Comstock
Lisa Cristiano
Jay Suggs
Mike Williams
Joe Maiden
Patrick Danis
John German
Wes Sharp
Jud Prather, MS
Jim Hall
J. Kevin Dolan
Kyle Glerum
Rick Barton
John Pitchford
Tony DeSantis
Debra James
Vince Malinowski
Pat Connelly
For More Information Contact Brad Bridgewater Vice President of Sales and Marketing Brad Bridgewater is the Vice President of Business Development for RAA. He leads the Financial Consultant and pilot representative teams across the country for all the airlines RAA serves. Brad joined the company in 2005 and spent seven years as a Financial Consultant. Prior to joining RAA, Brad was an athlete, representing the United States National Swimming Team around the world, including winning a gold medal in the 1996 Olympic Games in Atlanta in the 200 meter backstroke. Brad holds a BA from the University of Southern California.
Phone: (800) 321-9123 ext 540
Mike Kane Vice President and Financial Consultant Michael Kane is a Vice President and Financial Consultant with RAA. Mike joined the RAA team in 2012. He works closely with pilots to evaluate their retirement planning readiness and provide solutions to meet their retirement goals and dreams. Mike has over 22 years of financial services experience with Fidelity Investments, American Beacon Advisors, and Baker Avenue. Mike is a graduate of Texas Tech University with a degree in Marketing. He has also completed the CFP Examination and coursework for the Certified Financial Planners designation through the College of Financial Planning.
Phone: (800) 321-9123 ext 538
Other Helpful Resources www.alliedpilots.org (http://www.alliedpilots.org) www.aa.com (http://www.aa.com) www.newjetnet.aa.com (http://www.newjetnet.aa.com) www.socialsecurity.gov (http://www.socialsecurity.gov) www.medicare.gov (http://www.medicare.gov) www.aviationblog.dallasnews.com (http://aviationblog.dallasnews.com/)
Dedicated To Providing Outstanding Retirement Planning and Investment Management LEARN MORE (//WWW.RAA.COM/HOW-TOGETSTARTED.SHTML#ANALYSIS)
COMPANY ADDRESS
NAVIGATION
15725 Dallas Parkway Suite 220 Addison, TX 75001
About RAA (//www.raa.com/who-weare.shtml) Our Team (//www.raa.com/who-weare.shtml#team) Industry Recognition (//www.raa.com/who-weare.shtml#industry)
2950 Cherokee St NW #700 Kennesaw, GA 30144 2150 North 107th Street #460 Seattle, WA 98133
PHONE NUMBER (800) 321-9123
Our Services (//www.raa.com/how-wecan-help.shtml#services) Final Approach (//www.raa.com/how-wecan-
ABOUT US Left Seat to Back Seat (//www.raa.com/what-youshould-know.shtml#seat) FAQ (//www.raa.com/whatyou-should-know.shtml#faq) Personal Analysis (//www.raa.com/how-to-getstarted.shtml#analysis) Financial Consultation (//www.raa.com/how-to-getstarted.shtml#financial) Open an Account (//www.raa.com/how-to-getstarted.shtml#openaccount) How to Contact Us
Our expertise in the industry allows us to assist you with the important decisions you will make before and after retirement. Our professionals have the experience and resources to help you create and implement a disciplined financial plan. RAA's proprietary Final Approach Program is known throughout the airline industry as a comprehensive pre-retirement program, providing pilots and their families with timely advice and accurate guidance as they consider retirement.
help.shtml#finalapproach) (//www.raa.com/how-toWho We Serve contact-us.shtml) (//www.raa.com/how-we(https://twitter.com/airlineadvisors) (https://www.linkedin.com/company/2348160? can-help.shtml#airlines) Upcoming Events trk=tyah&trkInfo=tarId%3A1410183791670%2Ctas%3Aretirement%20advisors%2Cidx%3A1(//www.raa.com/how-wecan-help.shtml#workshops)
1-1)
Blog (//www.raa.com/whatyou-shouldknow.shtml#blog) Investor Behavior (//www.raa.com/what-youshouldknow.shtml#InvestBehavior) Videos (//www.raa.com/what-youshouldknow.shtml#videoSingles)
© COPYRIGHT RAA | DISCLOSURE (HTTPS://WWW.RAA.COM/DISCLOSURE.SHTML) HOME (//WWW.RAA.COM/INDEX.SHTML) WHO WE ARE (//WWW.RAA.COM/WHO-WE-ARE.SHTML) HOW WE CAN HELP (//WWW.RAA.COM/HOW-WE-CAN-HELP.SHTML) WHAT YOU SHOULD KNOW (//WWW.RAA.COM/WHAT-YOU-SHOULD-KNOW.SHTML) HOW TO GET STARTED (//WWW.RAA.COM/HOW-TO-GET-STARTED.SHTML) CONTACT (//WWW.RAA.COM/HOW-TO-CONTACT-US.SHTML)