Disclosures

Summit X, LLC doing business as CAVU Retirement Planning LLC, is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where CAVU Retirement Planning LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by CAVU Retirement Planning LLC unless a client service agreement is in place.

CAVU Retirement Planning LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. CAVU Retirement Planning, LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

General Notice to Users: While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.

Blogs - This commentary on this website reflects the personal opinions, viewpoints and analyses of the Summit X, LLC, doing business as CAVU Retirement Planning LLC, employees providing such comments, and should not be regarded as a description of advisory services provided by CAVU Retirement Planning LLC, or performance returns of any CAVU Retirement Planning LLC investment client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. CAVU Retirement Planning LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

Hyperlinks - Summit X, LLC, doing business as CAVU Retirement Planning LLC, provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. CAVU Retirement Planning LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

We offer comprehensive financial plans and portfolio management for pilots. Created BY professional pilots that are Certified Financial Planners.

Homepage

Submit Info

All financial planning starts with three basic pieces of information: goals, timelines, and resources.  Take 10 minutes to complete basic information about you.  Don’t know everything from memory?  That’s ok, as estimates are fine for this stage.  We will get exact numbers as we proceed.

Start Now

Set Appointment

Select a time to spend 30-60 minutes via a video-conference with one of our planners.  We will review your information, explain more about the process, and determine next steps.

Set Appointment
Homepage
Homepage

Implement Decisions

The planning process drives and directs your financial decisions based on your goals.  Those decisions need to be implemented. With CAVU, you have the choice of implementing these decisions yourself or having us do it for you.

Start Now
Start Now in 3 simple steps
  • Complete our consultation form - less than 10 minutes
  • Schedule your complementary on-line consultation (30-60 minutes)
  • Relax, confident that the financial plan you construct with a CAVU retirement specialist is the best track for you to live well in retirement
Certified Financial Planner
Get in Touch