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SOUTHWEST

Your Creative Planning Aviation team adopts a comprehensive, financial planning-led approach with every client. We tailor our approach to your specific needs as you navigate Southwest’s unique benefits package.

We are equipped and ready to assist with all aspects of your financial life. Whether you are navigating the challenges of your career, approaching your mandatory retirement age of 65, or ready to enjoy retirement to its fullest, we are ready to partner with you to provide trusted advice and customized solutions to guide you in making sound financial decisions.

Southwest Airlines 401(k), 401(a), Profit Sharing, Top Hat, and Excess Benefit plans

Because you have several retirement plans to help build savings, such as your Southwest Airlines 401(k), 401(a), Profit Sharing, Top Hat and Excess Benefit plans, identifying how to optimize each of these plans is a key to your success. We can partner with you and Charles Schwab as your professional investment manager through your Personal Choice Retirement or your Southwest 401(k) to construct a portfolio tailored for your specific needs for this plan and your other retirement plans offered by Southwest.

Expertise of our credentialed and experienced advisors

We will help chart a course toward your financial independence by enlisting the expertise of our credentialed advisors, which include CERTIFIED FINANCIAL PLANNER™ practitioners, certified public accountants, insurance specialists, attorneys.

Optimize your income and savings

Together, we will seek opportunities to optimize your income and savings to your retirement plans and to maximize your current and future income sources, such as Social Security and rental income. Our risk management specialists will help ensure you and your family are properly protected by identifying and closing gaps in coverage. Our team of attorneys can design and implement estate planning strategies to meet your needs.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021