Who We Serve
We specialize in helping Spirit and Textron employees turn complex benefits into a clear, confident retirement plan.
We’ve worked with hundreds of families over nearly two decades, but our primary focus salaried employees at Spirit AeroSystems and Textron Aviation who are within 3–5 years of retirement. Your pensions, 401(k)/TRP, equity plans, and tax decisions are not generic. You deserve advice that reflects the reality of Spirit and Textron, not a one-size-fits-all calculator.
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If we’re not the right fit for you, we will do our best to connect you to the right resource, whether that’s another specialist advisor or a different solution.
Spirit & Textron Employees
If you work at Spirit AeroSystems or Textron Aviation, your retirement is shaped by more than just your 401(k). You’re making decisions about frozen or legacy pensions, TRP and 401(k) contributions, equity or ESPP plans, and the constant risk of layoffs or corporate change.
We focus on Spirit and Textron salaried employees who are roughly 3–5 years from retirement. Our job is to turn all of your actual benefits, pensions, equity, and tax brackets into one clear paycheck-replacement plan so you know:
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When you can confidently retire.
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How much you can safely spend.
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Which elections and tax moves to make, and in what order.
We do this through our Retirement Wealth Process™, built specifically to handle the complexity of aviation manufacturing careers in Wichita.​
Retirees
Many of our clients have already retired from Spirit, Textron, or other Wichita employers. You’ve accumulated savings and benefits, but now the main questions are:
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“Am I withdrawing from the right accounts?”
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“Am I paying more tax than I have to?”
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“Will this money last?”
We help you simplify required minimum distributions (RMDs), Social Security, and coordinated withdrawals so your retirement income is intentional, not accidental.
Small Businesses
We selectively work with small business owners (10 employees or fewer), especially those with ties to aviation or manufacturing. We help you choose and set up retirement plans, coordinate with your CPA on tax strategy, and make clear decisions about benefits for you and your team.
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While we do have a number of small business owners clients, our primary focus is Spirit and Textron pre-retirees. If you’re a business owner wondering whether we’re a fit, we’re happy to have an initial conversation and be sure you get connected to the right resource for you.
We use Elements®, to provide specialized financial insights tailored to you!
