For Southwest Pilots
Planning Built Around the SWA Career
Southwest is a different animal — narrow-body all-domestic flying, a profit-sharing model that swings hard with company performance, and a pilot group that often lives near base. Your financial plan should reflect that, not a generic legacy-carrier playbook.
Your Retirement Plan
Southwest Pilots' 401(k) and ProfitSharing Plan
The SWA 401(k) match plus the separate ProfitSharing Plan can move serious money in a strong year — and almost nothing in a lean one. We help you smooth that variability across years, plan ahead for the tax bill, and decide what stays in the plan versus what comes out for diversification.
What We Plan For
Specialized for Southwest
SWA pilots ask a different set of questions than legacy carrier pilots — and the answers depend on whether you're commuting, holding a senior line, or eyeing the 65 cliff.
How It Works
A Plan Built Around Your Career
Discovery Call
A free conversation to understand your seat, seniority, and goals.
Custom Plan
A planning roadmap tailored to your Southwest benefits and timeline.
Ongoing Advice
Year-round guidance as contracts, markets, and your career evolve.
Free for Southwest Pilots
Cleared for Retirement
5 Critical Steps for the Modern Airline Pilot's Final Financial Approach
Written for the airline pilot career arc — practical guidance on the five decisions that shape the final stretch to retirement. Download a free copy before your discovery call.
Get Your Free CopyPlan Your SWA Future
Whether you're commuting, based at MDW, or counting down to retirement, the right plan starts with understanding what's actually in your benefits package. Let's walk through it.