Invest with Confidence
Specialized Pilot Advising with Stop-Loss Protection
Invest with Confidence
Specialized Pilot Advising with Stop-Loss Protection
Serving the four largest major airlines.
Complimentary In-Person or Virtual Consultation
Integrating all of your benefits.
Optimizing your tax strategy.
Patrick R. McGill, CFP® - Managing Director
Pat has advised hundreds of major airline pilots. While he prefers to listen, Pat has spoken at many ALPA and APA Retirement Seminars around the country. For the past five years, he has been one of the top advisors in the United Airlines PRAP 401(k). Pat is an expert in helping active pilots maximize their 401(k) investments and unique company benefits to prepare for a successful retirement. While in retirement, pilots often rely on his advice regarding: investments, tax strategies, pension maximization, PBGC, Social Security, Military Retirement, retirement health options, life insurance strategies, and estate planning reviews. As a CERTIFIED FINANCIAL PLANNER(TM) Professional, you can be sure that Pat has gone the extra mile to dedicate himself to his craft. The CFP® Board requirements for education, experience, and ethics set the highest bar in the financial planning profession. He is a former U.S. Marine Corps Infantry Officer and is mission-focused. Pat knows that you've worked hard and sacrificed for your retirement. His goal is the same as yours- to deliver you safely to your destination.
Contact Us
In volatile markets, just like bad weather, it helps to have a steady hand in the cockpit. Let us show you how we can smooth out turbulence in your 401(k) and retirement accounts.
Pilot Stop Loss Advisors
Email: patrick@robertsonwealth.com
Phone: 412-722-9747
Monday - Friday: 7am Pacific - 5pm Pacific
Saturday - Sunday: By Appointment
