Financial Planning for Southwest Employees
Personalized Guidance for Your Unique Needs
Are you approaching retirement or looking for assistance in reviewing your current benefits package? Our team of seasoned financial advisors is here to guide you through the retirement process.Our firm is dedicated to helping Shell employees attain financial security by providing tailored financial advice that addresses your unique needs. We understand the challenges you face and are committed to offering the guidance and resources required to make informed decisions for a successful retirement and beyond.
We Will Work With You To:
Review the Choices Available Regarding the Shell Retirement Plans:
- Retirement Savings Plan
- Profit Sharing
- Employee Stock Purchase Plan
- SWAPA Market-Based Cash Balance Plan
- 401(k) Loans and Early Distribution Strategies
- Stock Compensation Optimization
Discuss Your Asset Allocation Strategy
Discussing your asset allocation strategy with the investment options available in the Savings Plan.
Review Cashflow Needs
Discussing cashflow needs for funding retirement.
Southwest SWAPA Market-Based Cash Balance Plan (SWAPA Plan)
When it’s time to retire, you’ll face many important decisions regarding your Southwest SWAPA Market-Based Cash Balance Plan (SWAPA Plan). One of the key decisions is whether to fully fund the 401(k), as doing so is necessary to fund the Cash Balance Plan.
We collaborate with clients who have benefits provided by Southwest to help find the best solution for their specific needs. Given the importance of this decision, we believe it’s worth a thorough conversation to explore all options.
Take the Next Step in Your Retirement Planning
Ready to discuss your retirement planning options? Contact us today to schedule a consultation.
Disclaimer
Please note that Bogart Wealth is not affiliated with or endorsed by Southwest Airlines.
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IS A BOUTIQUE RIGHT FOR ME?
By submitting this form, you are consenting to receive emails from: Bogart Wealth, 2010 Corporate Ridge, Suite 900, McLean, VA, 22102, US, http://www.bogartwealth.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact.