Financial advice for rocket scientists, aerospace, and defense workers approaching retirement
Work at Northrup Grumman, L3Harris, Leonardo DRS, NASA, Space X, Blue Origin, or United Launch Alliance? We know all the ins and outs of your compensation and retirement plans.
Your retirement countdown has begun!
You have a lot of new obstacles to face
and questions to answer, such as:
How do I fuel today’s lifestyle without burning out my future reserves?
What’s the most efficient trajectory to minimize taxes?
How do I balance multiple missions—kids, parents, and my own future—without running out of resources?
Navigating your financial future can feel like rocket science—complex, uncertain, and high stakes. We bring precision, tested systems, and mission control oversight to guide your financial journey. With the right trajectory, you can launch toward long-term stability and reach your highest goals.
“Retirement-income planning is the most complex problem I’ve analyzed in my career.” – William Sharpe, PhD, Winner Nobel Prize in Economics
Preparing for retirement can be daunting but you don’t have to go it alone. Our financial planning and tax services are designed to keep you on the right track as you approach retirement. With expert analysis, thoughtful recommendations, and ongoing support from our entire team, we focus on meeting your family’s goals and helping you navigate life’s challenges.
Acting as your family’s Chief Financial Officer, we bring together financial planning, investment management, and comprehensive tax advice—not just basic tax planning—to help you make the most of your 401(k), use your ERSP plan wisely, maximize the value of your RSUs, options & pension, and solidify your financial position.
Comprehensive Services Based on Your
Stage of Life & Unique Needs
Get on Track
Build a Plan
Stay on Course
To get started, we’ll focus on what’s happening with your finances right now, including:
- The size of your current “fuel tank” (savings) and ways to add thrust before retirement.
- Whether you’re diverting resources to other missions—like children or parents.
- What to expect from your guaranteed boosters—pension and/or Social Security.
- How your investment engines align with your overall trajectory.
Once we have a clear picture of your finances, we’ll shift our focus to details like:
- Designing maneuvers for maximum tax efficiency.
- Factoring in location shifts—like downsizing or moving bases.
- Controlling cash flow to maintain smooth operations on a fixed income.
- Planning for unexpected mission-critical roles, like caregiving.
With a plan in place, we’ll monitor your finances to keep you secure throughout retirement by:
- Adjusting resources as life conditions change.
- Staying adaptable to unexpected turbulence—like health shifts.
- Balancing your investment engines between thrust (growth) and stability.
- Running precise tax calculations to optimize every move.
How We Do It
A strategic, personalized 4-step plan to provide you the financial
clarity and stability you need now and throughout retirement
We start by getting to know, your priorities, and what you envision for the future.
We take a close look to see where there’s room for improvement, and will create a plan just for you.
We’ll walk you through your plan and our approach in plain language, answering any questions along the way.
We’ll keep an eye on your progress, adjust as needed, and keep you updated as we make changes.
The Tax Numbers You MUST Know
The tax code is complex. To manage your taxes, there are key numbers you MUST know! Regardless of your stage of life, our free guide highlights the most elemental of these numbers. Get it today.
(If you are a current MFT client and want access to this document please contact your client service manager.)
Schedule an Initial Call
Start your journey today with a team that’s ready
to guide you every step of the way
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