Airline Pilots
Resources and Advice Focused for Airline Pilots and their Families
Airline pilot families have access to a range of retirement and health benefit options—including a pre-tax and Roth 401 (k), Backdoor Roth, and other airline specific investment options. These plans often come with complex contribution rules, company match structures, and strategic considerations that can be difficult to navigate on your own.
At Leading Edge, we help you understand the nuances of each option and make informed decisions aligned with your financial goals. With personalized guidance across retirement, health, and insurance planning, we empower you to make informed decisions that support your career and your family’s future.
Navigate Health Emergencies with Confidence
Aviation professionals face unique stressors – especially when it comes to maintaining their medical certification. Even minor health issues can lead to major financial consequences if you’re not properly prepared. As aviation families ourselves, we understand the stakes and the stress. Pilots have several ways to protect their income and their families from the financial impact of health emergencies. These include:
Short-term disability insurance
Long-term disability insurance
Loss of license coverage
Accrued sick time
Emergency savings
We work with pilot families to evaluate their options and create a tailored plan that fits their unique needs. And when a health emergency does occur, we’re here to help you navigate the financial side—so you can focus on recovery.
Resources for Airline Pilots
Is an HSA Right For You?
- September 1, 2025
- LEFP
Is the High-Deductible, Health Savings Account Medical Plan Right for You and Your Family? For many of you reading, your airline benefits open enrollment period
Beware If Moving to Low Tax State
- August 22, 2025
- LEFP
Thinking of Relocating? Beware If Moving to a Low-Tax State In this video, Kevin Gormley, CFP®, CPA, PFS and Jason Reagan, CFP®, RICP from Leading
Financial Check for Pilots
- August 1, 2025
- LEFP
Why Comparing Finances with Peers Can be Misleading: What to Do Instead Pilots are trained to think logically, assess unexpected changes, and make decisions that
What We Can Learn From John D. Rockefeller: A Masterclass in Legacy Building
- August 1, 2025
- LEFP
In this video, Kevin Gormley, CFP®, CPA, PFS from Leading Edge Financial Planning breaks down powerful lessons from the Rockefeller family’s approach to long-term wealth.
Pilots & the 2025 One Big Beautiful Bill: What You Need to Know
- July 18, 2025
- LEFP
In this video, Kevin Gormley, CFP®, CPA, PFS from Leading Edge Financial Planning breaks down how the new tax bill may impact pilots at every
Effectively Utilizing Roth Funding to Prevent a Potential Retirement Income-Tax Bomb!
- July 1, 2025
- LEFP
I was working with a client family recently and we took a moment to appreciate the fact that because they started saving in Roth IRAs
Rich Pilot, Poor Pilot – Mastering Wealth-Building Strategies
- June 13, 2025
- LEFP
Kevin, CFP®, CPA, PFS from Leading Edge Financial Planning breaks down the importance of smart asset selection for pilots, highlighting the differences between productive, non-productive,
The Opportunity of a Lifetime: New Pilots are Making More Income than Ever Before!
- March 1, 2025
- Charlie Mattingly
The Opportunity of a Lifetime: New Pilots are Making More Income than Ever Before! What an amazing time to be a professional pilot! You have
The Pilot’s Guide to Passive Real Estate Investing: What "Passive" Really Means
- October 18, 2024
- LEFP
In this video, Kevin Gormley from Leading Edge Financial Planning dives into the concept of “passive” real estate investing, breaking down the realities behind the
Spending Mindshift: Spend with Freedom and Peace of Mind
- September 30, 2024
- LEFP
From Runway to Retirement: Savings Priorities for Airline ProfessionalsAuthor: Nolan Clark The world of savings priorities and the newest financial strategies can be overwhelming, especially
