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

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 Autopilot^SMProgram Starter Kit

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

Request Your 401k Autopilot^SMProgram Starter Kit Now!

Check the background of this firm on FINRA's BrokerCheck

About Smith Anglin Financial

Smith Anglin Financial, LLC is a leading financial advisory firm based in Dallas, Texas, and the parent company of Smith Anglin Financial Advisors and Smith Anglin Aviation Financial Group. The firm's mission is to conscientiously secure the financial well-being of its clients over the course of their lives. Smith Anglin Aviation Financial Group is a leader in retirement readiness for the airline industry and serves the needs of pilots, airline professionals and their families. Smith Anglin Financial Advisors works with business owners, corporate executives, active professionals, retirees, and affluent individuals and families.

Back to Top