FedEx

Resources and Advice Focused for FedEx Pilots and their Families

FedEx pilot families have access to a range of retirement and health benefit options— including your pre-tax 401 (k), Roth 401 (k), and Backdoor Roth IRA. These plans come with unique contribution rules, company match structures, and strategic considerations that can be difficult to navigate alone.

At Leading Edge, we help you understand the nuances of each option and make informed decisions aligned with your financial goals.

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

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 FedEx Pilots

Is an HSA Right For You?

Is the High-Deductible, Health Savings Account Medical Plan Right for You and Your Family? For many of you reading, your airline benefits open enrollment period

Beware If Moving to Low Tax State

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

What We Can Learn From John D. Rockefeller: A Masterclass in Legacy Building

In this video, Kevin Gormley, CFP®, CPA, PFS from Leading Edge Financial Planning breaks down powerful lessons from the Rockefeller family’s approach to long-term wealth.

Financial Check for Pilots

Why Comparing Finances with Peers Can be Misleading: What to Do Instead Pilots are trained to think logically, assess unexpected changes, and make decisions that

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

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!

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

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,

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

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

Spending Mindshift: Spend with Freedom and Peace of Mind

From Runway to Retirement: Savings Priorities for Airline ProfessionalsAuthor: Nolan Clark The world of savings priorities and the newest financial strategies can be overwhelming, especially

If I Could Tell Every Airline Pilot One Thing…

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

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