RAA
Many families and individuals find that their financial decisions become more complicated over time. RAA has worked successfully with thousands of clients to help address these decisions. We design financial plans that reflect your specific financial situation and objectives. Financial planning is never a one-dimensional process. It entails coordinating numerous factors that touch upon your investments, future income requirements, estate plan, tax situation and other key considerations.
Our expertise in the industry allows us to assist you with the important decisions you will make before and after retirement. Our professionals have the experience and resources to help you create and implement a disciplined financial plan. RAA's proprietary Final Approach Program is known throughout the airline industry as a comprehensive pre-retirement program, providing pilots and their families with timely advice and accurate guidance as they consider retirement. RAA is one of the nation’s largest independent registered investment advisors, specializing in the unique challenges and goals of airline employees and their families. We provide personal solutions for 401(k) management, financial and retirement planning, investment management, estate planning, survivor assistance, as well as Medicare, Social Security, long-term care and insurance guidance. Key Facts Named by Barron’s as one of the Top 100 independent financial advisors in the United States Rated a Financial Times Top 300 Financial Advisor Focused on the unique needs of airline employees and their families Recently completed a merger with Advisor Financial Services Serving over 3,000 pilots throughout the U.S. Maintain a 97% client retention rate More than 25 years of experience providing exceptional service to our clients $2.5 billion in assets under management (As of July 1, 2016)
Address: 15725 Dallas Parkway, Suite 220 Addison, TX 75001 USA
Phone: +1 800 321 9123
FAX: +1 972 233 3188
