Who We Serve

Retirement solutions for pilots and senior-level crew members

Select your airline to learn what we can do for you.

Delta

Proudly serving 750+ pilots, crew and their families.

Active Pilots Seeking Growth

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I want to know what I should be doing with my money for the next 10 years as I approach retirement.

I want to maximize growth and reach my goals. I don’t want to be limited by my company’s 401k plan and want a full range of investment choices.
Our Service Approach…
- Complete financial analysis
- Assign advisor and support team
- Perform holistic needs and risk assessment
- Identify lifestyle and retirement goals
- Determine short- and long-term strategies to achieve goals
- Implement 401k Autopilot program
- Proactively assess and evaluate progress toward goals

Active Pilots Preparing to Retire

Our Service Approach…
- Complete financial analysis
- Assign advisor and support team
- Perform holistic needs and risk assessment
- Identify lifestyle, legacy and charitable giving goals
- Determine short- and long-term strategies to achieve goals
- Select investments
- Allocate assets and construct portfolio
- Proactively assess and evaluate progress toward goals
If the market tanks, there’s no way you can get to the funds fast enough. I want an effective defensive strategy to prepare for a secure retirement.

Thankfully, my advisor is proactively monitoring my financial plan to evaluate my progress toward my goals.
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Retired Pilots Seeking Lifestyle Security

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I want to live a comfortable retirement and don’t want to spend my time in retirement playing the market. But I don’t want to fall way behind.

I can afford not to make big gains. But I can’t afford to take big losses because I can’t replace them with anything.
Our Service Approach…
- Complete financial analysis
- Assign advisor and support team
- Perform holistic needs and risk assessment
- Identify lifestyle, legacy and charitable giving goals
- Determine short- and long-term strategies to achieve goals
- Select investments
- Allocate assets and construct portfolio
- Proactively assess and evaluate progress toward goals

Senior Flight Attendants and Crew

Our Service Approach…
- Complete financial analysis
- Assign advisor and support team
- Perform holistic needs and risk assessment
- Identify lifestyle and retirement goals
- Determine short- and long-term strategies to achieve goals
- Implement 401k Autopilot program
- Proactively assess and evaluate progress toward goals
I need to focus on my career and let a professional focus on my finances.

I want an expert that I trust to help me make smart decisions about my compensation and benefits.
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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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