Eighty percent of investing success comes from having the proper 401(k) allocation. Wiser Wealth Management, Inc has analyzed all the Major airlines 401(k) plans and offers recommended allocations based on the participant’s risk tolerance number.

This is a complimentary pilot to pilot service that began in 2008 when a local Airline Pilots Association asked Captain Casey T. Smith of Wiser Wealth to conduct annual workshops for their pilot group to help them plan better for retirement. Wiser now works directly with pilots from almost every carrier in North America with financial planning, portfolio management, tax preparation & planning along with estate planning & business legal services. Wiser Wealth is a fiduciary, fee-only financial services firm. We do not sell products, only unbiased advice.

Follow the steps below to determine your optimal 401(k) allocation.