Aviation Professionals
Our ATP Wealth Management division provides financial services that address the specialized needs and challenges facing professionals working in the aviation industry.
Our CIO, a Pilot with ATP, CFI/MEI/II licensure himself, has more than 25 years of experience in serving aviation industry professionals. Additionally, our team includes other financial professionals who have worked extensively with pilots, including our Director of Tax Planning who holds a Commercial Pilot’s License and CFI/II.
The Lindus team understands the unique challenges that professionals in this cyclical industry face in an era of decreasing benefits. Whether you work for a Part 121 or Part 135 operator, we speak your language and can help you plan for your family’s future.
Tax planning for aviation professionals is a specialized field, especially given unique expense deductions not available to other industries. Likewise, mandatory retirement rules create some unique opportunities and challenges for aviation professionals. We’ve worked with employees of many airlines, and are current with company-specific retirement and benefit plans.
The professionals at Lindus keep current with aviation industry trends and provide clients with timely updates of issues that not only impact them today, but that are also likely to impact them tomorrow.
