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Smith Anglin Financial is proud to work side by side with Southwest pilots. We’ve helped them understand and maximize their plan options for over 20 years. We’re specialists in Southwest’s 401k investment options and the performance of those options within the employer-provided retirement benefits plan. We’re also specialists in managing the tax issues for your deferred compensation components.
The graphic below highlights some of the milestones that should initiate changes in your retirement strategy.
Whether you’re considering early retirement or plan to extend your flying career, we will help maximize your company-provided 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. We welcome an opportunity to construct a complimentary financial plan for you. Simply complete the brief form to get started, and one of our Aviation Retirement Specialists will reach out to you soon.
If you have more than $250,000 in your 401k account, The 401k AutopilotSM Program is the solution to creating a secure future for your family in a very insecure airline world.