Leading Edge Financial

What makes financial planning for pilots different from other professions?

Pilots face unique challenges such as mandatory retirement age, fluctuating industry stability, and strict medical certification requirements. These factors require specialized planning to protect your long-term financial goals.

How are you compensated for your services?

We are a fee-only fiduciary firm, which means we are paid directly by our clients for our advice. We do not earn commissions or have hidden agendas—our advice is always in your best interest.

What does it mean that you are a fiduciary?

As fiduciaries, we are legally and ethically bound to put your interests first. Every recommendation we make is focused on helping you achieve your goals, not ours.

What is your financial planning process like?

We follow a proven step-by-step process: understanding your goals, building a personalized plan, and meeting regularly to adjust as your life and circumstances change.

Where are you located, and can you work with clients in other states?

We are based in Knoxville, TN, and we work with clients nationwide through secure video conferencing.