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Your Boeing Benefits & Career: Financial Planning for Employees and Executives

By 
Brian Thorp
Brian Thorp is the founder and CEO of Wealthtender and Editor-in-Chief. Prior to founding Wealthtender, Brian spent nearly 22 years in multiple leadership roles at Invesco. With over 25 years in the financial services industry, Brian is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.

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Do you work at Boeing? Get the resources you need and expert insights from financial professionals who specialize in helping Boeing employees make the most of their compensation package and benefits.

Whether you’re a new Boeing employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s important to make smart money moves with your income and employee benefits. For example:

✅ Do you know the right moves to make to get the greatest value from the Boeing benefits available to you?

✅ If you’re thinking about leaving Boeing for another job or planning to retire from the company in a few years, are you taking the right steps today to ensure you will receive all of the compensation and benefits that you’ve earned?

Get the Most Value from Your Boeing Benefits and Compensation Package

Throughout the year, Boeing provides its employees and executives with updates about their benefits ranging from health insurance and health savings plans to retirement plans like a 401(k), deferred compensation plans, and stock options. While the company offers many useful resources and access to knowledgeable staff who can assist with questions, you’ll also find financial professionals not affiliated with Boeing who specialize in helping Boeing employees make the most of their income and benefits.

Whether you work in the Boeing headquarters in Arlington, Virginia, another office location around the country, or remotely from home, you may have questions about your compensation package and benefits better suited for a financial professional who can offer unbiased advice and guidance.

For example, sensitive topics like discussing the steps you should take before quitting your job at Boeing to work elsewhere, protecting yourself in advance of a corporate layoff, or deciding when you should plan to retire are all conversations that may be more comfortable with a trusted financial advisor.

Should you hire a Boeing specialist financial advisor or an advisor close to home?

You’ll likely find dozens of nearby financial advisors well-suited to help you reach your money goals with a personalized plan. But it may be more difficult to find a financial advisor who specializes in serving Boeing employees.

Fortunately, many financial advisors offer virtual services so you can meet online no matter where you (or they) live.

This means you can choose to hire a specialist financial advisor who lives hundreds of miles away if you decide their knowledge and experience working with Boeing employees is a better fit to help with your unique needs.

💡 In the Q&A below, you’ll gain insights from financial advisors who work with Boeing employees to help them make smart decisions to get the most value from their compensation and benefits, reduce their money stress, and prepare for a comfortable retirement.

🙋‍♀️ Do you have questions not yet answered? Use the form below to submit questions and watch this article for updates with answers. You can also reach out to the financial advisors below to set up an introductory call or contact them with your questions by email.


💸 Smart Money Insights for Boeing Employees & Executives

This page is organized into sections to help you quickly find the information you need and get answers to your questions:

  1. Q&A: Financial Planning Tips for Boeing Employees & Executives
  2. Get Answers to Your Questions About Your Boeing Benefits and Career
  3. Quick Facts & Resources for Boeing Employees
  4. Browse Related Articles

Q&A: Financial Planning Tips for Boeing Employees & Executives

Get to Know Boeing Employee Specialists:

Aaron Terwedo


Answers to Employee Questions with Aaron Terwedo, ChFC®, NSSA®, FPQP®

Aaron Terwedo is a financial advisor based in Edmonds, Washington, who specializes in offering financial planning services to Boeing employees.

Q: As a financial advisor with experience helping Boeing employees save for their retirement, how do you help them make the most of their employee benefits?

Aaron: We work with several Boeing employees, and have even done different webinars, ebooks, and trainings on how they can maximize their unique pension and 401k/employee compensation packages.

Q: When you first speak with a Boeing employee, what questions do you like to ask to better understand their unique circumstances and determine how you can best help them achieve their goals?

Aaron: Here are three of the top questions I like to ask Boeing employees:

  1. What type of retirement do you envision for yourself?
  2. When were you hired at Boeing? What benefits have you received/are you entitled to?
  3. What financial goals do you have for your short and long-term lifestyle?

Q: Is there a particular benefit available to Boeing employees you feel isn’t as well utilized or understood by employees as it should be?

Aaron: Boeing offered a pension plan in years past that has since been phased out, but some legacy employees still have access. They also have unique retirement savings plans, as well as employee stock options.

Q: Beyond Boeing employee benefits for retirement savings, are there other types of benefits offered by the company that you find valuable to discuss with your clients?

Aaron: Stock, retirement savings, health savings, etc.

↗️ DOWNLOAD THE BOEING EMPLOYEES GUIDE TO RETIREMENT FROM TFS ADVISORS

Get to Know Aaron Terwedo, Financial Advisor for Boeing Employees:

View Aaron’s profile page on Wealthtender or visit his website to learn more.

Are you a financial advisor who specializes in working with employees at Boeing or another large company?

✅ Join Wealthtender and get featured as a specialist financial advisor based on your knowledge and experience working with employees at Boeing or another large company. (Subject to availability and terms.)
Sign up today and join financial advisors attracting their ideal clients on Wealthtender
✅ Or request more information by email:

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Quick Facts & Resources for Boeing Employees

Boeing Quick Facts & ResourcesDetails / Useful Links
How much do Boeing employees Make?View Boeing Salary Research on Glassdoor
Where can I learn more about careers at Boeing?Visit boeing.com/careers/
How many people work for Boeing?Boeing has over 140,000 employees worldwide (Source: Boeing)
What is the ticker symbol for Boeing stock?The Boeing ticker symbol is BA.


🙋‍♀️ Have Questions About Your Boeing Benefits or Career?




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About the Author
Brian Thorp, Founder and CEO of Wealthtender profile picture

Brian Thorp

Founder and CEO, Wealthtender

Brian and his wife live in Texas, enjoying the diversity of Houston and the vibrancy of Austin.

With over 25 years in the financial services industry, Brian is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.

Connect with Brian on LinkedIn

To make Wealthtender free for readers, we earn money from advertisers, including financial professionals and firms that pay to be featured. This creates a conflict of interest when we favor their promotion over others. Read our editorial policy and terms of service to learn more. Wealthtender is not a client of these financial services providers.
➡️ Find a Local Advisor | 🎯 Find a Specialist Advisor