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Pilot Capital Management, Inc. Serves Its Clients in Four Areas:
Financial Planning Services - Financial Planning Services are provided on an hourly fee basis. Our planning services can be comprehensive, encompassing almost all aspects of a client's financial life or specific, focusing on one area of concern such as:
- Retirement Planning
- Educational Planning
- Life/Health/Property Insurance Analysis
- Investment Planning/Portfolio Review (Including 401(k)’s)
- Estate Planning
Investment Management Services - Investment Management services are provided for a fee that is based on a percentage of assets under management. There is no minimum account size or minimum fee. We do not sell any investment products or accept commissions on investment products.
Corporate Retirement Plans – We design, implement and service the following types of corporate retirement plans for large and small businesses (including sole proprietors):
401(k)/Profit Sharing
SIMPLE IRA
Simplified Employee Pension (SEP)
403(b) and 457 Plans
Defined Benefit Plans
Insurance Services - Pilot Capital Management, Inc. offers advice and recommendations on life and health insurance products including annuities, life insurance and long term care insurance in the course of our financial planning practice. This service is provided on an hourly fee basis.
Pilot Capital Management, Inc. is a fee-only investment management and financial planning firm. We do not sell or accept commissions on any financial products.
Initial Consultations Are Always Free of Charge
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