THROUGH BROKERAGELINK MAXIMIZE YOUR DELTA 401(K)
Did you know our team at Smith Anglin is able to manage your BrokerageLink account? This could be your next big step to maximize your retirement plan.
WHY USING SMITH ANGLIN TO MANAGE YOUR BROKERAGELINK ACCOUNT IS OPTIMAL
A BrokerageLink account allows you to have your 401(K) professionally managed by our team of experts and opens up an array of investment options. Engaging Smith Anglin as your BrokerageLink advisor gives you access to our thoughtfully constructed portfolios, which are meticulously researched and constantly monitored.
HOW A BROKERAGELINK ACCOUNT MANAGED BY SMITH ANGLIN COMPARES TO YOUR STANDARD 401(K) ACCOUNT
BrokerageLink Operates within your 401(K) account
Standard 401K
Limited investment choices Target Date funds lack flexibility Difficult to adapt to ever-changing market cycles
Expanded range of investment options Actively managed
Carefully researched Diligently monitored Better protected in bear markets Better positioned in bull markets
3 REASONS WHY LEAVING YOUR FUNDS IN THE 401(K) CORE ACCOUNT LIMITS YOUR FINANCIAL POTENTIAL
1st Reason
2nd Reason
3rd Reason
You are alone in managing your money in an ever-changing market environment.
You have limited investment options chosen by someone else to appease the majority of plan participants.
Your Target Date fund choices are unable to adapt to market cycles, and are intentionally designed not to.
So What's the next step?
1st Step 2nd Step 3rd Step
We help you open a BrokerageLink account within your 401(k) plan.
We help you transfer the funds to your new BrokerageLink account.
We allocate your funds into a portfolio specifically chosen for you.
How to Get Started
SMITH ANGLIN PARTNER AND WEALTH ADVISOR, REX MOXLEY, EXPLAINS MORE ABOUT HOW YOU CAN MAXIMIZE BROKERAGELINK
CLICK ON THE TV TO PLAY VIDEO
Our team takes great pride in working every day with our Delta pilot clientele. We hope you see the value that our firm brings to the table and choose to engage us as a trusted partner in your retirement planning.
Rex Moxley, J.D. Partner and Wealth Advisor Delta Airlines Specialist Call or Text (214) 668-2792 RMoxley@smithanglin.com
Jack Snider Wealth Advisor
Delta Airlines Specialist Call or Text (972) 730-4047 JSnider@smithanglin.com
How to Get Started
Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7Made with FlippingBook flipbook maker