Successfully navigating your financial future starts like any good flight plan – developing a clear understanding of your current position, planning where you want to go and building a strategy to get there.

Good flight plans give you confidence in reaching your destination. Similarly, building a concrete wealth management plan can help you organize and pursue your financial goals with confidence. Pilot and financial advisor Jarrod C. Martinez specializes in developing wealth management solutions for aviation enthusiasts.

Jarrod understands that aviation enthusiasts are also professionals, business owners, farmers, executives and affluent families who have wealth management requirements that must be addressed. Jarrod blends his extensive wealth management capabilities with his passion for flying to offer a unique perspective optimal for developing customized strategies catered to the needs of pilots and aircraft owners.

Call today to get more information on Capital Waypoint’s financial planning specialty services or request a complementary Financial Flight Review Plan customized for you.

Specialty Services Include:

  • Acquisition process checklist

  • Ownership options and structures

  • Lending solutions

  • Tax strategies

  • Wealth management plans for aviators

  • Risk management planning

Successfully navigating your financial future starts with managing risk.

What is your risk number?

 

What's your risk number? - graphic

To most people, the sky is the limit. To those who love aviation, the sky is home.

Lending solutions offered by Raymond James Bank, an affiliate of Raymond James Financial Services, Inc. Raymond James Financial Services, Inc. and your Raymond James financial advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

Riskalyze is an independent third-party service provider and is not affiliated with Raymond James.