Aviation Professionals
Navigating Your Financial Destination, Together.
Chart your financial course with our experienced and personalized wealth management team, dedicated to delivering financial strategies and first-class service for discerning aviation professionals.
Overview
Welcome Aviation Pros!
Welcome to Paulson Wealth Management, where unparalleled financial expertise meets personalized service. We specialize in comprehensive, premier wealth management tailored to meet the unique needs of affluent families and individuals. Our independent team is dedicated to delivering unbiased advice and strategies, ensuring your financial goals are met without the constraints of large corporate agendas. Whether you're planning for retirement, seeking investment opportunities, or optimizing your overall financial strategy, Paulson Wealth is committed to maximizing your wealth potential with integrity and precision.
Contract and pay changes
New contracts, retro pay and profit sharing can arrive as lump sums. We plan the tax and investment treatment before the money lands.
Maximizing the 401(k)
Company contributions, after-tax contributions and market-rate elections can push savings well beyond the standard limit when they are coordinated properly.
Loss-of-license risk
A career that depends on a medical certificate needs disability and insurance coverage matched to that reality.
Retirement timing
Mandatory retirement ages and seniority make the last decade of an aviation career unusually consequential. We model it early.
Your options
Chart Your Financial Course with First-Class Precision
Schedules that work around yours
Meetings, documents and decisions handled between trips, remotely, with both of our offices available to you.
Investment management in-house
The people who build your plan are the people who run the portfolio behind it — no handoffs, no outsourced models.
Tax preparation alongside advice
Per-diem, multi-state pay and large lump sums are handled by the same team that manages your investments.
A plan for after the last flight
We coordinate pension elections, 401(k) distributions and Social Security into a single income strategy.