Broker Check

Pre-Flight Checklist℠

For new hires, it can be difficult to know how to get everything set up.  This single-engagement process will help you understand which combination of benefits aligns with your financial plan.


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FlightPlan℠

As you cruise along during your career, it's important that you prepare to maximize your retirement.  This is our flagship, comprehensive planning process designed specifically for FedEx pilots.



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Final Approach℠

Retiring from FedEx is itself a complicated experience.  Decisions need to be made quickly, and many are irreversible once you make them.  We will walk you through each step, making sure that everything is done on time and in accordance with your plan.


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