Financial Planning for Southwest Employees
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 Southwest Airlines employees secure their financial futures by providing personalized financial advice tailored to your unique needs. We understand the challenges you face and are committed to offering guidance and tools needed to make informed decisions for a successful retirement and beyond.
We will work with you to:
- Review the options that are available regarding the:
- 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
- Discussing your asset allocation strategy with the investment options available in the Savings Plan
- 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.
Please note that Bogart Wealth is not affiliated with or endorsed by Southwest Airlines.
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