Through our relationship with Lincoln Financial Group and a team of dedicated financial service representatives we provide a wide variety of Insurance and Financial Services to our clients. 

Financial goals are as unique as the individuals and businesses they represent.

Your goals may include strategies to minimize tax liabilities, accumulate wealth, provide an enjoyable and secure retirement and maximize the impact of your legacy for the long-term welfare of loved ones and/or support of a charitable organization.

Whatever your objectives, Pilot Financial Advisors will develop a customized plan to assist you in achieving them.  Specialist in wealth accumulation, preservations and distribution, We are here for you and your business.

 
Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Making Money Market Funds Work for You

Some investors turn to money market funds when they are concerned about market volatility. Although money market funds may carry less risk than stocks, investing in them as a reaction to market volatility also carries the risk of missing out on potential gains when the market begins to recover.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

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