Delta Pilots2024-02-24T11:35:18-05:00

Guiding Your Finances to New Heights

A Personalized Flight Plan for Delta Pilots

Guiding Your Finances to New Heights

A Personalized Flight Plan for Delta Pilots

Industry Specific Advice

Airline 401k Guidance

Tax Planning & Strategies

Industry Specific Advice

Airline 401k Guidance

Tax Planning & Strategies

Is Your Financial Plan Structured for a Smooth Descent into Retirement?

Partnering with a financial advisor that specializes in working with Delta Pilots has many benefits. At Wiser Wealth Management, we can help finely tune your financial strategies to the specific challenges and opportunities within the airline industry. Whether you’ve been flying left seat for years or are just beginning your career, our tailored approach aims to optimize your financial trajectory.

Flight Plan to Financial Confidence: Pilot FAQs

We’ve been working with pilots since 2006, and our Financial Advisors are well versed in both the pilot lifestyle and specific Delta Airlines benefits. We offer pilots personalized and strategic financial advice, addressing a range of questions to ensure a comprehensive and tailored approach to your financial goals and concerns.

Our Approach to Financial Planning

Our financial advisors are flexible, offering both in-person meetings in Marietta, Georgia, or virtual meetings via GoToMeeting. While in-person meetings are still our favorite way to meet, we are happy to meet virtually with you wherever you are!

Meet with Us

This is an opportunity for us to get to know each other, discuss your goals, and see if we are a good fit.

step2

Work Together

We take you through our in-depth financial planning process to develop a path to reach your goals.

step3

All Clear

With our guidance, you can rest easy knowing you are on track for financial success.

Your Financial Planning Flight Deck

retirement

Retirement Planning

investment

Investment Management

medicare

Medicare & Social Security

estate

Estate Planning

tax

Tax Planning & Strategy

risk

Insurance & Risk Management

benefits

Long-term Care Benefits

airline

Airline & Military Benefits Assistance

Meet Your Ground Crew

casey

Casey T. Smith

President & Retired Airline Captain

Missie Beach

Missie Beach, CFP®, CDFA®

Senior Financial Advisor

Andrew

Andrew Pratt, CFA®

Investment Manager

All of your financial planning needs in one place. ​
We help you determine which approach is best for you.​

financial-planning

Are you looking for portfolio management with comprehensive financial planning?

Wiser offers a unique and total wealth management experience including portfolio management and comprehensive financial planning that is tailored to your specific needs. We have a team of financial advisors and a network of trusted CPAs and attorneys to guide you through every aspect of life, so you can achieve financial freedom.​

​We’ll develop a portfolio that is aligned with your financial plan, so you can focus on what matters. With our services, you will be able to relax and enjoy life knowing that your finances are in good hands.

hourly-financial

Do you manage your own finances but want professional advice on a specific topic?

​Financial planning is a necessary and important part of life, but it doesn’t have to be hard. You can get advice from someone who has done this for over 20 years! We’re here to provide the expertise and support you need to stay on the path to achieve financial freedom.

​Working with a financial planner can seem like a daunting task, but it doesn’t have to be. We’ll take the time to get to know you and understand your unique needs so that we can provide tailored advice to help you meet your specific goals.

Aviation Blogs, Podcasts, and Videos

Delta-Airlines-freebie

We know Pilots love freebies.
Subscribe to receive your optimal Delta 401k allocation for free.

Go to Top