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A Wealth Management Solution

FlightPlan

A wealth and financial planning program designed with pilots in mind.

                            

Start with a better plan for takeoff and landing.

Whether you’re sitting reserve, on your third missed approach flying the milk run through Southeast, or sitting on the beach in Maui, your financial life shouldn’t be left to autopilot. Baker Boyer’s FlightPlan program offers full-service financial planning, wealth management, and lending support designed for the realities of a pilot’s lifestyle, variable schedules, career milestones, and the complex benefits that come with them. We understand the nuances of pilot pay from overrides to per diem, and can help you make sense of every line on your statement. And when it comes to buying a home, our mortgage specialists know how to navigate the unique income structures pilots bring to the table.

    This isn't one-size-fits-all
    two pilots in cockpit

    Because we’re not a call center. We’re not a generic wealth app. And we’re not trying to plug your flight hours into a one-size-fits-all calculator. We're your dedicated crew on the financial flight deck. Real advisors who speak your language and understand what it means to climb to Flight Level 410 at Mach .80.

    Built around your flight path
    Airplane

    At Baker Boyer, you’ll work with a dedicated team of Advisors who take time to understand your entire picture: your airline benefits, your career path, your family goals, and what “financial altitude” looks like for you. It’s a relationship built on clarity, customization, and consistent communication. 

    A legacy you can trust
    Mark Kajita sitting in cockpit

    "We’re local, independent, and built to serve people, not algorithms. And with over 150 years of experience guiding clients through complex financial decisions, we know how to help you plan, adapt, and grow with confidence." - Mark Kajita, President & CEO of Baker Boyer 

    Airplane Icon Why FlightPlan with Baker Boyer? 

    Financial management strategies customized for your career and timeline.

    • Banking services including checking, savings, and credit solutions
    • Personal lending solutions for major purchases or life transitions
    • Planning for early retirement, pension strategies, Social Security timing, and RMDs
    • Portfolio and tax strategies that fit your pay structure and travel lifestyle
    • Mortgage guidance from specialists who understand pilot income and PBS variability
    • Support from advisors who can read and interpret your flight pay and bid line statements

    Real conversations with real experts. No jargon, no pressure.