For FedEx Pilots
Built for FedEx Pilots — Pension, B-Plan, and Beyond
FedEx pilots sit on something most airline pilots don't: a real pension. The lump-sum vs. annuity decision at retirement is one of the largest financial choices you'll ever make — and the math depends on interest rates, your health, and your spouse's situation as much as the plan itself.
Your Retirement Plan
FedEx Pilots Pension Plan + B-Plan + 401(k)
Three retirement vehicles, three different rule sets. The pension is a defined benefit. The B-Plan is a cash balance plan. The 401(k) is what you make of it. We model all three together so you see the actual income picture in retirement — not just three account balances on a brokerage statement.
What We Plan For
Specialized for FedEx
FedEx is unique in the industry. The planning topics that matter for FDX pilots reflect that — and most generalist advisors haven't seen these structures before.
How It Works
A Plan Built Around Your Career
Discovery Call
A free conversation to understand your seat, seniority, and goals.
Custom Plan
A planning roadmap tailored to your FedEx benefits and timeline.
Ongoing Advice
Year-round guidance as contracts, markets, and your career evolve.
Free for FedEx Pilots
Cleared for Retirement
5 Critical Steps for the Modern Airline Pilot's Final Financial Approach
Written for the airline pilot career arc — practical guidance on the five decisions that shape the final stretch to retirement. Download a free copy before your discovery call.
Get Your Free CopyMake the Pension Decision With Eyes Open
Lump sum, joint-life annuity, single-life annuity — the right choice depends on numbers most pilots have never been shown. Let's run them together.