United Airlines

  • Our Experience Working with United Pilots and Families

    Smith Anglin Financial is proud to work side by side with United and former Continental pilots. Our advisors have helped them understand and maximize their plan options for over 18 years.

     

    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 set up and optimize your contributions to the Pilot Retirement Account Plan (PRAP)
    • How to roll over legacy defined benefit pension plans such as your UAL A-Plan, CPRP and/or CARP
  • Your United Retirement Specialists

    Joshua Hersh, CWM® 

    Wealth Manager & Retirement Portfolio Specialist

    Rex Moxley, J.D.

    Partner and 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!