Aviation professionals face unique financial challenges. A mandatory retirement date, an uncertain industry and medical certification requirements all have the potential to derail your plans. We navigate these challenges to help you achieve your long-term financial objectives.Learn More
High Income Clients
You’ve worked hard to achieve career success. Let us translate that success into a comfortable and secure lifestyle. We provide you with the confidence of knowing your financial planning, investments and taxes are under control so you can worry less and focus on doing the things you enjoy most.Learn More
What We Offer
At Leading Edge Financial Planning, we offer focused, customized support and resources to help you arrive at your desired financial destination.
We understand that financial success is about more than achieving security for yourself. It’s also about leaving a legacy for those who matter most.
Proactive Tax Planning
Our team includes an in-house CPA who works with you to identify and implement tax savings strategies across your entire financial life.
We implement tax-efficient strategies to help you optimize the funds available to cover education expenses for your children or grandchildren.
Retirement Income Planning
We help you establish a steady stream of monthly income in retirement to provide you with the confidence of knowing your retirement is secure.
Your investment portfolio is specifically designed to achieve your long-term objectives. Once established, it is continuously monitored and adjusted as your life and financial situation evolve.