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:
Complete Personal Analysis Questionnaire
- 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 situationIf 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.
This initial discovery discussion will focus on your current financial situation and help us learn more about you and your goals for the future. The better we understand your priorities, 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:
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 one of our offices.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 RAA family.New Account ApplicationIf 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.