PERSONAL ANALYSIS QUESTIONNAIRE

Completing the personal analysis questionnaire will provide you with a customized analysis of your income, cash flow, expenses, taxes and the probability of your success in retirement.

The information you provide will enable us to develop an initial financial plan, using our proprietary program developed specifically for retiring airline pilots.

We will be able to tell you:

  • If you have saved enough for retirement
  • How much you need to save to be able to maintain your desired lifestyle in retirement
  • What level of risk is appropriate for your current financial situation

Complete Personal Analysis Questionnaire

If you prefer to speak to someone via phone, please contact us at 800-321-9123 and we can collect the necessary information and submit your paperwork and signatures electronically.


FINANCIAL CONSULTATION

In the FREE financial consultation, we present your initial personal analysis results but also consider this a discovery discussion to learn more about you and your financial goals. The better we understand your unique situation, the more complete plan we will be able to build for you and your family.

In the financial consultation, we will review the following topics:

  • When would you like to retire? Is it safe to go early?
  • Do you know how to maximize your airline benefits?
  • What are your short and long term financial goals?
  • Are there any special circumstances to consider, health issues, younger children, etc?

Establishing a relationship with a financial advisor could be one of the most important financial decisions that you make. It is a very personal relationship and something that should be done in person which is why we will travel to your preferred location or will host you and your family at our office in Dallas, TX.

Request Your FREE Financial Consultation
OPEN AN ACCOUNT

Now that you know where you stand and are on your way to a successful retirement, you are ready to open your RAA account. It should take less than 10 minutes to complete the application. Once your application is submitted, someone from the RAA team will be in touch within 48 hours.

We appreciate the opportunity to work with you and your family to ensure you reach your financial retirement goals. Welcome to the Retirement Advisors of America family.

New Account Application
If you prefer to speak to someone via phone, please contact us at 800-321-9123 and we can collect the necessary information and submit your paperwork and signatures electronically.

Dedicated To Providing Outstanding Retirement Planning and Investment Management