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Client First Wealth Management · Summerville, SC 843.501.2778
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Financial planning for pilots and transitioning military officers

Pensions, TSP, retirement plans, and career changes all need to work together. We help you connect them.

Careers with unique financial moving parts

Pilots and military officers often have benefits that most advisors rarely see: pensions, the Thrift Savings Plan, employer retirement plans, variable pay, and major career transitions. Making the most of them takes planning that fits your career. Premier Wealth Partners works with airline pilots and transitioning military officers in Charleston, Summerville, and across South Carolina.

What we help with

  • Pension and TSP optimization. Understanding your options and how they fit with the rest of your retirement picture.
  • Employer retirement plans. Coordinating 401(k) and deferred compensation with your overall plan.
  • Career transitions. Planning for the move from active duty to civilian life, or from one airline or role to the next.
  • Tax planning. Managing the tax consequences of benefits, bonuses, and variable income with your tax professional.
  • Retirement income. Turning pensions, savings, and Social Security into dependable income.
  • Family protection. Insurance and estate planning that match your career and responsibilities.

A team with military experience

Advisor Matthew Davis spent ten years in the United States Marine Corps and left as a captain. You can read his full story on our team page.

Working together

We begin with a conversation about your goals and your benefits, build a written plan, and review it with you regularly. As an independent Registered Investment Adviser, we are held to a fiduciary standard. Request your complimentary strategy meeting to get started.

This page is for informational purposes only and is not individualized investment, tax, or legal advice.

Pilot & Military Questions

Common questions from pilots and officers.

Can you help me decide what to do with my TSP when I leave the service?
Yes. We review your options, how they fit with your other accounts and goals, and the tax and cost considerations, so you can make a clear decision.
Do you work with airline pilots outside of South Carolina?
Yes. Many of our meetings are held by video or phone, so we can work with pilots wherever they are based.
When should I start planning for a career transition?
Earlier is better. Planning well before a transition gives you more choices about benefits, timing, and income. We are happy to start the conversation at any stage.

Ready for a plan that's actually yours?

One conversation, no obligation, written plan in hand.

Schedule a meetingOr call 843.501.2778
Prefer email?info@premierwealthllc.com
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