Our Experience Working with JetBlue Pilots and Families
Smith Anglin Financial is proud to work side by side with JetBlue pilots and provide professional asset management for them. Our advisors help you understand and maximize your plan options. Our knowledge of the JetBlue pilot benefits allows us to help you make informed decisions regarding your financial future.
What You Should Know About Your JetBlue Pilot Benefits Plan
- How to establish and administer your PCRA option
- 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 optimize your JetBlue benefits, including your health account options
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
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!