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Delta Air Lines

Resources and Advice Focused for Pilots of Delta Air Lines and their Families

How We Help Delta Air Lines Pilot Families
How We Help

Delta pilot families have access to several retirement savings options, including your company 401(k), Market Based Cash Balance Plan (MBCBP), and Mega Backdoor Roth. Due to the complexity of these plans, company contributions, and contribution limits, it’s important for you to understand which combination is right for your specific goals.

In addition to retirement planning, we also help Delta pilot families navigate the complex health benefit options and evaluate life insurance choices—such as the Group Variable Universal Life (GVUL)—to ensure your coverage aligns with your family’s needs.

At Leading Edge, we go beyond helping you understand these benefits—we guide you in executing a plan that supports your long-term goals with clarity and confidence.

We also offer investment management for your Delta 401(k) through BrokerageLink at Fidelity, helping you stay on course with your retirement strategy.

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Navigate Health Emergencies with Confidence

Aviation professionals face unique stressors – especially when it comes to maintaining their medical certification. Even minor health issues can lead to major financial consequences if you’re not properly prepared. As aviation families ourselves, we understand the stakes and the stress. Pilots have several ways to protect their income and their families from the financial impact of health emergencies. These include:

Short-term disability insurance

Long-term disability insurance

Loss of license coverage

Accrued sick time

Emergency savings

We work with pilot families to evaluate their options and create a tailored plan that fits their unique needs. And when a health emergency does occur, we’re here to help you navigate the financial side—so you can focus on recovery.

Resources for Delta Air Lines Pilots

Delta Air Lines Group Variable Universal Life (GVUL)

  • November 7, 2025
  • LEFP

https://youtu.be/nSXxHoE5iVE In this session, Kevin Gormley, CFP®, CPA, PFS from Leading Edge Financial Planning breaks down the Group Variable Universal Life (GVUL) insurance plan available

Beware If Moving to Low Tax State

  • August 22, 2025
  • LEFP

Thinking of Relocating? Beware If Moving to a Low-Tax State In this video, Kevin Gormley, CFP®, CPA, PFS and Jason Reagan, CFP®, RICP from Leading

Pilots & the 2025 One Big Beautiful Bill: What You Need to Know

  • July 18, 2025
  • LEFP

In this video, Kevin Gormley, CFP®, CPA, PFS from Leading Edge Financial Planning breaks down how the new tax bill may impact pilots at every

Effectively Utilizing Roth Funding to Prevent a Potential Retirement Income-Tax Bomb!

  • July 1, 2025
  • LEFP

I was working with a client family recently and we took a moment to appreciate the fact that because they started saving in Roth IRAs

Rich Pilot, Poor Pilot – Mastering Wealth-Building Strategies

  • June 13, 2025
  • LEFP

Kevin, CFP®, CPA, PFS from Leading Edge Financial Planning breaks down the importance of smart asset selection for pilots, highlighting the differences between productive, non-productive,

Delta Pilots’ Market-Based Cash Balance Plan — Ultimate Financial Strategy Guide

  • May 23, 2025
  • LEFP

Unlock the full potential of Delta’s Market-Based Cash Balance Pension Plan with financial guru Kevin Gormley, CFP®, CPA, PFS. In this in-depth guide, he breaks

The Opportunity of a Lifetime: New Pilots are Making More Income than Ever Before!

  • March 1, 2025
  • Charlie Mattingly

The Opportunity of a Lifetime: New Pilots are Making More Income than Ever Before! What an amazing time to be a professional pilot! You have

If I Could Tell Every Airline Pilot One Thing…

  • March 15, 2024
  • Charlie Mattingly

If I Could Tell Every Airline Pilot One Thing… If I could tell every airline pilot one thing it would be, save more money! I

Financial Thoughts on Moving to the Left Seat "Captain"

  • January 18, 2023
  • LEFP

FINANCIAL IMPACT OF MOVING TO THE LEFT SEAT What are the financial implications when Pilots are upgraded from First Officer to Captain (moving to the

Warren Buffet Hates Airlines… So What?!

  • May 26, 2020
  • leadingedgedev

Berkshire Hathaway recently sold its entire stake in Delta, Southwest, American, and United Airlines and stock prices fell after the announcement.  What is interesting is

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