Your Crewthepilotsplanner2025-03-04T08:44:36+00:00

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We’ve built a world class crew to help pilots avoid mistakes and make common sense decisions to help them build uncommon wealth.

Jason Watson

JASON WATSON, CPA

Tax Planning & Preparation

JOSH

JOSH ELOHIM

Life & Disability
Insurance

MIKE

MIKE DANSACK

Attorney
Estate Planning
Wills & Trusts

CHAZ

CHAZ PRICE, CFP®

Certified Financial Planner
Retirement Income Planner

SCHEDULE TIME WITH CHAZ

HCM

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VANCE HOWARD

Howard Capital Management

Pilot 401k Management

effficient

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JOHN RESNICK

Efficient Advisors

Non-401k Asset Management

retirement guys

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NOLAN BAKER

The Retirement Guys Formula

Retiree Asset Management

Helping Pilots Make Better Decisions, for Better Results, and a Better Retirement.

Questions or Need an Introduction?

REACH OUT TO SCOTT

Jason Watson

JASON WATSON, CPA

Tax Planning & Preparation

JOSH

JOSH ELOHIM

Life & Disability
Insurance

MIKE

MIKE DANSACK

Attorney
Estate Planning
Wills & Trusts

CHAZ

CHAZ PRICE, CFP®

Certified Financial Planner
Retirement Income Planner

SCHEDULE TIME WITH CHAZ

HCM

Money Management Logos-03

VANCE HOWARD

Howard Capital Management

Pilot 401k Management

effficient

Money Management Logos-04

JOHN RESNICK

Efficient Advisors

Non-401k Asset Management

retirement guys

Money Management Logos-02

NOLAN BAKER

The Retirement Guys Formula

Retiree Asset Management

Helping Pilots Make Better Decisions, for Better Results, and a Better Retirement.

Questions or Need an Introduction?

REACH OUT TO SCOTT

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The Airline Advisor

Phone: (419) 314-4139
Email: [email protected]
Address: 1700 Woodlands Dr, Maumee, OH 43537

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results.

Opinions expressed herein are solely those of Patriot Wealth Planners and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Patriot Wealth Planners an Investment Advisor in the State of Ohio. Being registered as an investment adviser does not imply a certain level of skill or training.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Ohio or where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

BUSINESS CONTINUITY PLAN

©2024. All rights reserved.

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results.

Opinions expressed herein are solely those of Patriot Wealth Planners and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Patriot Wealth Planners an Investment Advisor in the State of Ohio. Being registered as an investment adviser does not imply a certain level of skill or training.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Ohio or where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

POLICIES & PROCEDURES

©2024. All rights reserved.