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

Rex Moxley, J.D.

Partner & Wealth Advisor

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

Watch our short video here:

Delta Pilots, Let’s Talk about Retirement Solutions with Smith Anglin

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!

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 Wealth Management Group 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 Wealth Management Group works with business owners, corporate executives, active professionals, retirees, and affluent individuals and families.

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