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Southwest Airlines
Services

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
Resources

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

401k/B-Plan (PRAP)
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