In 1988 our firm was introduced to the human resources department at Hughes Aircraft. That introduction started the thirty-year relationship our firm has enjoyed with Hughes, Raytheon, and Boeing employees.
It was around that time that the The Hughes News released information about the OTP. This was a “golden handshake” designed to give employees incentive to retire. It worked. Thousands of Hughes employees who hadn’t planned to retire made a mad dash for the exits.
Les Atchley , President of Atchley Financial Group, was then asked to conduct a series of retirement planning seminars for all the employees who had elected to take the OTP. The Hughes employees that attended learned about the financial planning process, and many of them decided to hire Atchley Financial. Today Hughes, Raytheon, and Boeing retirees comprise the largest segment of Atchley Financial Group’s client base. Throughout the years, our team has worked to discover more financial planning techniques unique to aerospace retirees and have implemented them into our client’s financial plans.
We are eternally grateful to all of our aerospace clients who have trusted us for over thirty years. We look forward to continuing to build new relationships in the 21st century.
We provide many tools and strategies for our clients. For our clients in the aerospace industry we find these additional services indispensable in helping those who are facing retirement:
We help review our client’s benefits package and discuss how PBGC rate changes may affect their pension.
We act as an advocate when communicating with our client’s employers. This includes being present during our client’s phone calls with the HR retirement benefits specialist to be sure all of their questions are answered.
Our principals and our client relations department work hand in hand to walk our clients through any required paperwork to make sure everything is completed accurately.