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We have a number of articles to assist Pilots as they plan for retirement, transition into retirement and during retirement.

Here are just a few to explore:

Seminars and Roundtables

Our seminars and roundtables are held throughout the year at various locations across the country. We focus on the major challenges that you will encounter in your financial life as you prepare for retirement. Topics will range from pre‐retirement planning, retirement planning, investments, and family financial survivorship guidance to estate planning. We will cover the challenges, benefits and potential solutions for creating a retirement plan to help you achieve your financial goals. All seminars are free to attend with breakfast or afternoon snack provided.

Contact Information

Phone: 877.747.1133

Application & Forms

Optimized Portfolio Questionnaire

Please take the time to answer the following questions as accurately as possible. After you complete the questionnaire and click submit, we will assess your responses and match them up with the corresponding asset allocation model summary and notify you with your recommended allocation.

Simple types


  • articlesAre You Covered In Case of a Business Interruption?

    Don’t let the loss of your facility stop you from keeping you open for business. If a large loss causes your facility to be temporarily unusable, what would you do next? Ideally, you would move to a temporary location while your permanent place

  • articlesAdvance Healthcare Directives

    By Robert L. Warner, Managing Director, The Pilot Program from Johnson Financial Group I recently learned that April is Parkinson's Awareness Month. As many of us know, Parkinson's disease (PD) is a progressive disorder of the nervous system

  • articlesA New Year's Resolution

    By Robert L. Warner, Managing Director, The Pilot Program from Johnson Financial Group One of our client's spouse spent the better part of 20 years—maybe even more—trying to convince her husband to get their estate plan in order. She