Delta Airlines

  • Our Experience Working with Delta Pilots and Families

    Smith Anglin Financial is proud to work side by side with Delta pilots. Our advisors have helped them understand and maximize their plan options for over 18 years. We’re specialists in Delta’s 401k investment options and the performance of those options within the employer-provided retirement benefits plan.

     

    What You Should Know About Your Plan

    • How to take advantage of your In Service Rollover Option available at 59.5 years of age
    • How to evaluate your 401k’s investment options and their individual performance
    • How to establish and administer your Brokerage Link option hosted by Fidelity Investments
  • Your Delta Retirement Specialist

    Lee Price, CTFA

    Wealth Advisor

    (972) 267-1244 local
    (800) 301-8486 toll free

Request Your 401k AutopilotSM Program Starter Kit

If you have more than $250,000 in your 401k account, The 401k AutopilotSM Program is the solution to creating a secure future for your family in a very insecure airline world.

Request Your 401k AutopilotSM Program Starter Kit Now!