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Attn: CREW

You’ve got a flight plan. How about a financial plan?

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FINANCIAL PLANNING FOR THE AVIATION INDUSTRY

401K / INVESTMENT MANAGEMENT

Investment management, also known as portfolio management, is the professional management of financial assets to meet specified investment goals. TIMGT works with you to identify your risk tolerance and recommend a model portfolio to help you achieve specific financial goals, from your working years straight through to retirement.

RETIREMENT PLANNING

TIMGT can help guide you along the path to — and through — retirement. No matter where you are in life, we provide guidance, tools, and services to help you prepare for retirement on your terms. No matter how you want to spend your retirement, there are steps TIMGT can help you take today to assist you in reaching your goals in the future.

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GET TO KNOW TOTAL INVESTMENT MANAGEMENT

FINANCIAL SERVICES FOR AIRLINE EMPLOYEES

1,000+ Airline
Aviation Families Served

1.2 Billion in
Managed Assets

10+ Years
Average Client Tenure

Our niche is the airline industry. We have a deep bench of qualified financial professionals with a combined 100+ years of experience ready to assist you. In addition, we have experienced pilots on staff to help with specific challenges related to the industry. We know what you’re going through — whether it’s a military career before the airlines or a company bankruptcy, it’s all in our wheelhouse. Let our team approach help you navigate your financial future.

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What Our Clients Are Saying

Erik Erdal

Just a quick note to thank you for calling me today and for your genuine interest in looking out for me. Speaking to you gave me a good peace of mind that I am back on track with this. I appreciate you.

Active

United Captain, client since 1998

Creighton Miller

I wanted to say thanks to James for his help on moving my crypto monies back into my IRA, he also helped fix my taxes on my IRA withdraw. It’s nice to know he has our back.

Again, Thanks for all your hard work.

Retired

SWA Flight Attendant, client since 1996

Mark Hlavin

Reaching out in appreciation for the phenomenal effort Jim Hughes made for me last week. I am in the final statement phase of my saga in court and I needed an attestation of my investment summary with the success percentages. Jim responded remarkably and created the attestation for my closing to judge.

Retired

United Flight Attendant, client since 2005

Kelly Bachelor

There is no doubt in our minds that one of the main reasons we are here is because of TIMGT. Strong Recommend.

Retired

DAL Flight Attendant, client since 2012

Mark Weeks

It is truthful to say that signing up with TIMGT has been the best financial decision of our lives. They have managed and guided the growth of our retirement accounts expertly. What may be more important is that they have saved A LOT of our assets during large market drops.

Retired

DAL Flight Attendant, client since 2007

Suzanne Schmidt

I have been with TIMGT for almost 20 years. They manage my 401K as well as my Schwab account. I recently also used their retirement service which helped me to make the right decision.

Active

UAL Flight Attendant, client since 2008

Sophia Severino

I am very happy that I heard great things about you and decided to move my United 401k portfolio to be managed by you this year.

Active

UAL Flight Attendant, client since 2021

Jeff DePaolis

I just wanted to share with you how awesome Nick was today on our Financial Planning call. He was very knowledgeable, patient and professional! We enjoyed it and got a lot out of it.

Active

UAL Captain, client since 2010

Alan R. Berlinberg

I have been a client of TIMGT for over 2 decades. When I initially agreed to sign up, with Todd’s father, I wanted to remove emotional financial decision making from what would become my largest asset, and my long term financial planning.

Retired

UAL Captain, client since 2002

Charlie “CJ” Shuckhart

I am a retired UAL captain who has been with Todd and TIMGT since my retirement just four days before 9/11. Shortly after my retirement, UAL declared bankruptcy and I lost three fourths of my monthly retirement.

Retired

UAL Captain, client since 2001

David Weisz

I’ve been with Total Investment Management since 2004. First and foremost, protecting and growing your investments is their number one priority. Their approach to managing risk has allowed me to sleep well at night.

Active

American Captain, client since 2004

*All testimonials are provided by current clients of Total Investment Management.
Clients were not compensated for testimonials, direct or otherwise. For more information, click the link: Legal & Compliance*

Video Testimonials

Ray Stratton
Retired UAL Captain, client since 1999

“….This is the best possible thing I could do for myself, I am generally ahead of all of my peers in my portfolio, they have helped me achieve all of my goals….*

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Glen Duncan

Retired, Southwest Pilot, client since 2004

Creighton Miller

Active, SWA Flight Attendant, client since 1996

Brent Rodgers

Retired, American Captain, client since 2009

*All testimonials are provided by current clients of Total Investment Management.
Clients were not compensated for testimonials, direct or otherwise. For more information, click the link: Legal & Compliance*

Weekly Market Update

Would you like a more in-depth look at the markets? TIMGT’s Weekly Market Update provides a recap of the trading week and walks you through market activity in an easy-to-understand, conversational manner. Know more about your money — with a little help from Todd Foster – our CEO.

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