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We help airline pilots create, grow and protect wealth so they can have as much fun in retirement as they did flying airplanes!

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How can success in one profession, such as an Airline Pilot Professional translate into investing success?

Learn to use the skills and discipline that airline pilots must have to fly a safe and efficient airplane to improve your chances of successful investing.

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Southwest Airlines Profit Sharing – Explained

Southwest Airlines Profit Sharing – Explained

Southwest Airlines distributes their annual Profit Sharing on March 15th. Do you understand how those monies are paid out?

There is a widespread misperception that all of the profit sharing money is paid directly to you. In fact, profit sharing is distributed based on a number of factors: current year 401k contributions, income in excess of $270,000 (for 2017) as well as elections you selected in October 2017. Here is a quick breakdown of things you need to know.

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Cyber Security Webinar (Recording of Live Event)

Cyber Security Webinar (Recording of Live Event)

We recorded our Cyber Security webinar for those of you who weren’t able to attend and/or for those who want to review the information again. Leading Edge teamed up with the information security experts at CyberDx to discuss how to keep your online financial data secure and prevent identity theft. Topics covered include: Basic Computer Security Practices, Phishing, Viruses/Malware and a Q & A segment. This is a recording of the live webinar we hosted on February 15, 2018.

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Why Airline Pilots Should Work with a Specialized Financial Planner (VIDEO)

Why Airline Pilots Should Work with a Specialized Financial Planner (VIDEO)

Working with a financial planner who specializes in the airline industry is a MUST for pilots. Pilots face work challenges unlike any other career, for example: forced retirement, stringent medical requirements, high earning potential paired with working in a volatile market. In this video Charlie shares what issues pilots should be aware of and how each can be handled by a specialist in a way that leads to peace of mind and financial security.

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Airline Pilots Face Unique Challenges

Pilots Face Unique Challenges

1.  FAA mandatory age 65 retirement.

2.  FAA Health and Medical Requirements – Risk of losing FAA Medical.

3.  Airline Pilots typically spend one third to one half of their time away from their families.

4.  Airline industry specific risks; Mergers/Acquisitions, Furlough, Bankruptcy.

5.  Known high-income profession – Constantly offered financial schemes and get-rich-quick gimmicks.


How Leading Edge Financial Planning Can Help

1.  We have experience helping airline pilots overcome the unique challenges and risks in the airline industry.  Since I am an airline pilot, I am familiar with the potential pitfalls unique to our industry and how to mitigate those risks.

2.  We understand how to maximize employer benefits.  We help pilots prepare for and limit the risk of losing their ability to fly due to loss of their FAA Medical.

3.  We utilize the latest client service technology to help organize and simplify your personal finances, thus reducing stress in your life.

5. Our investment and financial planning process increases your chances for success and enables you to spend your valuable time at home doing the things you love instead of worrying about investments and retirement planning.

We strongly believe airline families that have a financial plan will do better than those who do not.

We have a passion for helping our airline families understand where they are now, where they want to go and the best way to get there.

Achieving this clarity in your financial life reduces uncertainty, reduces stress and increases your quality of life now as well as in retirement.

Thank you for visiting our “Landing Page.”  We sincerely hope we can be of service to you and your family.  Please don’t hesitate to reach out via email or phone.  We’d love to hear from you!

All the best and fly safe!

Charlie Mattingly, CFP®, MBA

Principal and Co-founder LEFP





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