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FedEx

Our Experience Working with FedEx Pilots and Families

Smith Anglin Financial is proud to work side by side with FedEx pilots. Every day, our advisors help them understand and maximize their plan options. We’re specialists in FedEx pilot retirement plan and 401k investment options, and the performance of those options within the employer-provided benefits plan.

What You Should Know About Your FedEx 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 evaluate and maximize your FedEx pilot pension plan (defined benefit) options of your retirement benefit plan
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Your FedEx Retirement Specialist

Wayne Worthington, CFA, CFP®

Wealth Advisor

(319) 573-3079 Mobile
(972) 267-1244 Office

Request Your Complimentary Financial Plan

Whether you’re considering early retirement or plan to extend your flying career, we will help maximize your company-provided FedEx pilot benefits, assess the pros and cons of each 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.

We are proud of our reputation as a leading full-service wealth advisory firm that is committed to conservative investment philosophy and the delivery of our proprietary Standard of Care when managing FedEx pilot benefits. We welcome an opportunity to construct a complimentary Retirement Plan Analysis for you. Simply complete the brief form to get started.

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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!
Request Your 401k AutopilotSM Program Digital Brochure Now!