Our Experience Working with American Pilots and Families
Smith Anglin Financial is proud to work side by side with American Airlines pilots on their retirement benefits. Our professional wealth management advisors have helped them understand and maximize their plan options for over 18 years. We are specialists in the airlines’ 401k investment options and the performance of those options within the employer-provided American Airlines retirement benefits plan. We are also specialists in managing the tax issues for the deferred compensation components.
What You Should Know About Your American Airlines Pilot Retirement 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
Discover Your Financial Journey
Financial Assessment and Planning
Investment and Portfolio Management
Retirement and 401k Services
Designated Advisor Support & Superior Standard of Care
Helping Co-Pilot Your Financial Journey, No Matter Where You Are
Whether you’re nearing retirement or early in your career, we can help you better prepare for the path ahead.
I’m Nearing Retirement
I’m Early in Retirement Planning
I’m Nearing Retirement
Request Your Complimentary Retirement Plan Analysis
For pilots who are nearing retirement. We can help maximize your company-provided benefits, assess the pros and cons of each major decision as it relates to your specific circumstances, and most importantly, create a plan to accomplish what matters most to you – enjoying the retirement you have worked so hard for.
What you can expect to see in your personalized Retirement Plan Analysis:
- Retirement Cash Flow Projection
- Tax Impact Analysis
- Investment Strategy Evaluation
- Specific Scenarios for Your Situation
To get started, please complete the simple form below
I’m Early in Retirement Planning
401K AutoPilot℠ Program
For pilots who are ready to optimize their financial future. If you are a pilot with a 401k balance under $500k, our 401K Autopilot Program is the solution we’ve created to help optimize your financial future. Our team of financial experts will help you navigate the ever-changing capital markets landscape and set up a financially savvy flight plan to accomplish what matters most to you – building a more secure financial picture for all the years ahead.
To get started, please complete the simple form below
A long history of providing honest, compassionate, and informative service. Read what our clients are saying.
"I don't know what you can do to improve. For us, Smith Anglin has been wonderful. Best of all is our rapport with our advisor. My wife and I feel comfortable bringing anything to his attention and though we’ve never met him face-to-face, we think of him as not only an advisor but a personal friend. Everyone else we’ve had contact with at Smith Anglin has also been wonderful."
Tim T.Retired Pilot
Client since 2019
"Personal service from my advisor is GREAT! I'm VERY happy with our experience and have nothing I would change."
Jeff E.Active Pilot
Client since 2019
"The quality, experience, character and integrity of the Smith Anglin team is outstanding. I have every confidence in their ability to manage my portfolio and anytime I have a question or concern I can always reach them in a moment’s notice."
Ben S.Active Pilot
Client since 2015
"My advisor is always available to answer my questions and keeps me in the loop on our retirement goals. Never any pressure to take on more than what we’re comfortable with. I truly feel our advisor has our best interests/goals in mind and I feel very confident and comfortable with his financial expertise and recommendations."
Mark C. Active Pilot
Client since 2018
"I value the personal care of an expert watching my financial investments while I am overseas at work and unable to notice and react to market volatility."
Tom M.Retired Pilot
Client since 2013
All testimonials are provided by current clients of Smith Anglin Financial. Clients were not compensated for testimonials, direct or otherwise. To our knowledge, no other conflicts of interest exist regarding these testimonials. For more information, click this link
What is a Fiduciary? [2:32]
The Smith Anglin Standard of Care [4:00]
Building a Relationship with Smith Anglin [3:00]
Request Your 401k AutopilotSM Program Digital Brochure
If you are a pilot with a 401k balance under $500k, our 401K AutopilotSM Program is the solution we’ve created to help optimize your financial future. Our team of experts will help you navigate the ever-changing capital markets landscape and set up a financially savvy flight plan to accomplish what matters most to you – building a more secure financial picture for all the years ahead. To learn more, request your digital brochure today!