Our Experience Working with Spirit Pilots and Families
The recent events surrounding Spirit Airlines have created uncertainty for many pilots, particularly when it comes to retirement accounts and 401(k) decisions. During times like this, having clear guidance and a plan can make a meaningful difference.
Smith Anglin Financial is available to help Spirit pilots evaluate the options. Our team has worked with pilots for over 25 years and understands the unique considerations pilots face when navigating retirement decisions during a career transition.
Whether considering:
Rolling a Spirit 401(k) into an IRA
Transferring the balance to a new airline’s retirement plan
Coordinating short‑term cash flow with long‑term retirement goals
Understanding how age, taxes, or future employment may impact these options
We can help assess these choices with clarity and confidence.
Our role is to provide objective guidance tailored to each individual situation, helping pilots avoid unnecessary taxes, penalties, or missed opportunities while keeping long‑term goals in focus. There is no one‑size‑fits‑all answer, and we believe pilots deserve advice that reflects both the technical details and the realities of aviation careers.
If you would like to have a conversation, we are happy to offer a no‑obligation discussion to walk through your situation and answer questions specific to your 401(k) and retirement planning needs. Contact us here.
We appreciate the professionalism and dedication Spirit pilots have shown throughout your careers. We would be honored to be a resource as you navigate this transition.
Your Spirit Retirement Specialist
Weston Pollock
Principal
(214) 616-2664 Mobile
(972) 267-1244 Office
I’m Nearing Retirement
I’m Early in Retirement Planning
Request Your Complimentary Retirement Plan Analysis
For pilots who are nearing retirement. We can help utilize 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 help 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 Nearing Retirement
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 will help you navigate the ever-changing capital markets landscape and set up a financially savvy flight plan to help 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
Request Your Complimentary Retirement Plan Analysis
For pilots who are nearing retirement. We can help utilize 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 help 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
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 will help you navigate the ever-changing capital markets landscape and set up a financially savvy flight plan to help accomplish what matters most to you – building a more secure financial picture for all the years ahead.
A long history of providing honest, compassionate, and informative service. Read what our clients are saying.
All testimonials are provided by current clients of Smith Anglin Financial. Clients were not compensated for testimonials, direct or otherwise. To our knowledge, no other conflicts of interest exist regarding these testimonials.
Request Your 401k Autopilot℠ Program Digital Brochure
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 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!
Recent Blog Posts
View AllContact Us
14755 Preston Road, Suite 700
Dallas, TX 75254
972.267.1244 local
800.301.8486 toll free
Check the background of this practice on FINRA's BrokerCheck.
About Smith Anglin Financial
Founded in 1967, Smith Anglin is a wealth management practice based in Dallas, Texas. As trusted financial stewards, we provide an elevated standard of care and manage over $1.9 billion in client assets* for a select group of pilots, families, individuals, and business owners in 48 states and abroad. With deep roots in accounting, tax planning and aviation retirement readiness, our mission is to conscientiously help secure the financial well-being of our clients over the course of their lives, working diligently to help them achieve their goals, dreams and financial security.
*Data current as of 6/16/2025
Stay current and informed!
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org