Pilot Program for Southwest Airlines
Cleary Gull Advisors works with Southwest Airlines pilots to create customized financial and retirement plans, to help you make a smooth transition from airline pilot to retirement or another career. We have helped hundreds of pilots and their families with their investment, retirement and financial planning needs.
To help put you on track for a comfortable and confident retirement we’ve designed the ClearWealth® Pre-Retirement Program for airline pilots.
401(k) Professional Portfolio Management
Your Southwest Airlines 401(k) is the cornerstone of your retirement planning. The sooner you begin to create your financial and retirement plan and focus on managing your money, the more opportunity you will have to retire successfully.
You have multiple options on what to do with your retirement assets. Each option has pros and cons and should be reviewed in comparison with your personal goals.
The Schwab Personal Choice Retirement Account® (PCRA) is a self-directed brokerage account, similar to a regular brokerage account. PCRA gives you access to many investment choices and allows you to invest in individual stocks, over 2,000 mutual funds and Exchange-Traded Funds (ETFs) with up to 95% of your 401(k) Plan and Southwest Airlines Pilots Retirement Savings Plan account balance.
Learn more about how to invest in your PCRA, check out our 401(k)/PCRA Professional Portfolio Management or call us at 877-747-1133 to discuss what option is best for you.
Cleary Gull Advisors team includes Certified Financial Planners, Certified Financial Advisors, as well as former airline personnel that are uniquely qualified to help pilots and retirees sort through their financial options to maximize their retirement income. In addition, our team has the experience to guide you through the complex and constantly changing world of Social Security and Medicare benefits. Call us at 1-877-747-1133 to learn how we can help you.