Southwest

Southwest Plans

As a Southwest pilot, you have multiple retirement plans to help save for the future, including your Southwest Airlines Co. 401(k), Profit Sharing, 401(a), Excess Benefit, and Top Hat plans. Because your 401(k) plan is your primary source of retirement savings, it’s important to understand your options in light of your specific needs and goals.

RAA is proud to offer professional investment management for your Southwest 401(k) through Schwab’s Personal Choice Retirement Account (PCRA). We can help you determine the best strategies to optimize your 401(k), as well as other retirement plans available to you through Southwest. Our team can also work with you to choose which benefits are best for your unique situation, including health care plans, union benefits, and government benefits.

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.

Meet the Southwest Team

Michael Kane, CFP®

Vice President, Financial Consultant

A Team of Experts Focused on Your Goals 

If you are looking for a financial planner who knows the ins and outs of your Southwest Airlines and SWAPA benefitsthen you’ve come to the right place. 

In addition to pilots and airline employees, the Southwest team includes Certified Financial Planners (CFP®), Chartered Retirement Plans Specialists (CRPS®), and Behavioral Financial Advisors (BFA™) who are guided by and focused on your specific goals, both short term and long term. 

With years of financial planning experience and extensive knowledge about the goals and needs of airline employees, the Southwest team is well-equipped to help you live your ideal financial life. Take a look below to meet the individuals who are here to help you succeed. 

Kat Schraeder, CFP®

Vice President of Client Service

Paul Ochel, CFP®

Senior Relationship Manager

Dave Robertson, CRPS®

Relationship Manager

Susan Rosing, BFA

Planning Manager

Cheryl Carlson

Receptionist

Darlene Hunter

Receptionist/Scheduler

Airline Representatives

Our Airline Representative team is committed to serving the needs of our clients and their families.
Please contact us with any questions you have or to learn more about how we can help you.

 

Active

Brian Curland
Kirk Guillory
Cindy Hartman
Bill Schratz

Download a Southwest Financial Planning Checklist

There are many elements a pilot should consider when creating a comprehensive financial plan. Download the checklist to learn what actions you need to take to prepare for your financial future.

Download the Checklist

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