JetBlue

JetBlue Plans

As an active JetBlue pilot, your 401(k) is your primary way to save for retirement. RAA is proud to offer professional investment management for your 401(k) through Schwab’s Personal Choice Retirement Account (PCRA).

Our team can assist you in optimizing both your 401(k) and other benefits (such as your Health Savings Account, stock purchase plan, or VEBA) offered to you by JetBlue or other sources. This comprehensive planning will consider your specific goals, income needs before and during retirement, health care expenses, Social Security income, and potential tax consequences. We can also help you determine which health care plan is right for you based on your specific circumstances.

Experience

For over 30 years, RAA has assisted pilots and their families with a variety of financial planning services including 401(k) management, comprehensive financial planning, retirement planning, investment management, estate planning, benefit reviews, tax guidance and return preparation, insurance guidance,  income planning, and Social Security and Medicare guidance, as well as many others.

Jill Pivato, CFP®, CDFA®

Financial Advisor

Michael Kane, CFP®

Financial Advisor

Nancy Thornton

Director of First Impressions/Client Service Support

Request a Custom Financial Consultation

Discuss your financial situation with an advisor who understands your unique needs, goals, and circumstances. Get answers to questions such as:

  • When would you like to retire?
  • How much do you need to save?
  • Do you know how to maximize your airline benefits?
  • What are your short-term and long-term financial goals?

You’ll also get a better understanding of your probability of successfully achieving your goals at your current savings rate. Having clarity about your financial picture today can provide significant peace of mind for the future.

Request a Consultation