top of page

Southwest Airlines


Professional Fiduciary Schwab PCRA/PRAP Management for your 401(k), B-Plan, and ESPP

Veteran Airline Industry Experts

Southwest Airlines Benefit Specialists


Direct Access to Portfolio Managers

All Services Extended To Family At No Extra Charge

Spousal & Family Continuation Planning


Personalized Retirement Distribution Strategies

No Pooled Portfolios

Distributions Managed for Tax Efficiency

Market Efficient RMD Distributions

No Call Centers or Voicemail


One-Stop Fiduciary Advisory Firm For You And Your Entire Family


401k/B-Plan (PRAP)

bottom of page