Family Survivorship Guidance

Survivor Financial Consultation

Disability
Income Planning

Continued Care Retirement Community Guidance

QUESTIONS TO CONSIDER

Do I have adequate income to cover my current expenses?
Am I still on track for retirement?
How do I manage my inherited assets? What if I inherit a Trust?

What changes do I need to make to my retirement accounts?
What are Continued Care Retirement Communities?
Do my heirs know how to locate and access all of my accounts?

While we all hope for the best, it is important that we also help you plan for the unexpected. We will help you prepare for life-changing events such as disability, long-term illness, death of a spouse, or death of a parent. Not only are these events very emotional and difficult, but they require important financial decisions to be made. Planning of this nature requires you to be proactive. Many decisions should be made in advance, which ultimately leads to intelligent and thoughtful decisions as opposed to emotional and reactive ones. Financial planning done well is a sophisticated, complex matter. Our team takes pride in serving as our clients’ trusted resource.

OUR SERVICES

Let's Achieve Your Financial Goals

LRC Aviation Advisors is a division of

©2024 LRC Aviation Advisors. All Rights Reserved.

Check the background of your financial professional on FINRA’s BrokerCheck.

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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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.