OUR SERVICES

Retirement Income Planning

  • Savings Optimization
  • Tax Planning
  • Cash Flow Management
  • Roth Conversion Analysis

Retirement Income Planning

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Investment Management

  • Schwab PRAP/PCRA Management
  • Airline 401K Management
  • Personal Investment Management
  • Portfolio Asset Allocation

Investment Management

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Benefit Maximization

  • AHRA/RHA Optimization
  • Social Security Analysis
  • PBGC/CPRP/A-Plan Pension Max
  • MetLife Insurance Review
  • Military Benefit Planning

Benefit Maximization

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Medicare & Health Insurance Planning

  • Medicare & Tricare Planning
  • Health Insurance Review
  • Long Term Care Insurance Review

Medicare & Health Insurance Planning

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Family Survivorship Guidance

  • Survivor Financial Consultation
  • Disability Income Planning
  • Continued Care Retirement Community Guidance

Family Survivorship Guidance

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Estate Planning

  • Will & Trust Analysis
  • Power of Attorney Review
  • Health Directives

Estate Planning

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Retirement Income Planning

  • Savings Optimization
  • Tax Planning
  • Cash Flow Management
  • Roth Conversion Analysis

Retirement Income Planning

Learn More

Investment Management

  • Schwab PRAP/PCRA Management
  • Airline 401K Management
  • Personal Investment Management
  • Portfolio Asset Allocation

Investment Management

Learn More

Benefit Maximization

  • AHRA/RHA Optimization
  • Social Security Analysis
  • PBGC/CPRP/A-Plan Pension Max
  • MetLife Insurance Review
  • Military Benefit Planning

Benefit Maximization

Learn More

Medicare & Health Insurance Planning

  • Medicare & Tricare Planning
  • Health Insurance Review
  • Long Term Care Insurance Review

Medicare & Health Insurance Planning

Learn More

Family Survivorship Guidance

  • Survivor Financial Consultation
  • Disability Income Planning
  • Continued Care Retirement Community Guidance

Family Survivorship Guidance

Learn More

Estate Planning

  • Will & Trust Analysis
  • Power of Attorney Review
  • Health Directives

Estate Planning

Learn More

OUR Story

History

Jaclyn Gruber and Chuck Allison founded LRC Aviation Advisors, a division of Oarsman Capital, to focus on high-quality, customizable, and comprehensive financial planning for pilots and their families. Jaclyn and Chuck have worked together for many years dating back to their time at Cleary Gull Advisors and Johnson Financial Group helping build the Pilot Program. They have helped hundreds of pilots and families accomplish their financial goals. LRC Aviation Advisors was created to carry on the legacy of providing specialized financial planning to the pilot community.
evolution

Evolution

We believe financial success starts with aligning your investment strategy with your financial goals. That is why LRC Aviation Advisors joined Oarsman Capital. At Oarsman, every portfolio is designed to reflect each client’s unique investment objectives, risk tolerance and priorities. Our proprietary approach to financial planning and investment management helps clients synergize their portfolio with their specific goals and objectives.

focus

Focus

While many advisors try to be everything to everyone, we believe that the best way to serve the airline community is to only focus on pilots and their families. This ranges from new hires, to those nearing retirement, to pilots currently in retirement. LRC Aviation Advisors was created to be exactly that – a business that puts pilots and their families at its core. Our expertise on airline benefits and retirement strategies helps our clients accomplish their goals, both near term and Long Range.

Let's Achieve Your Financial Goals

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
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This website is for informational purposes only; it does not constitute a complete description of LRC Aviation Advisor’s and/or Oarsman Capital’s investment advisory services. The information contained herein does not constitute tax, legal or investment advice. Visitors should discuss the personal applicability of specific investment instruments, strategies, and services with a professional advisor. Visitors will not be considered clients of Oarsman Capital, Inc. by virtue of access to this website. Oarsman Capital, Inc., conducts business only in jurisdictions where registered, or where an applicable registration exemption or exclusion exists. Information contained herein is not intended for persons in any jurisdiction where such use would be contrary to the laws or regulations of that jurisdiction, or which would subject Oarsman Capital to unintended registration requirements. Information throughout the site is obtained from sources we believe to be reliable, but we do not warrant or guarantee its timeliness or accuracy. Information regarding historical investment results should not be interpreted as an indication of future performance. Portfolio diversification (balance) cannot eliminate investment risk; a diversified investment strategy emphasizing high-quality securities can result in loss of principal.

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