Southwest Airlines

Resources and Advice Focused for Pilots of Southwest Airlines and their Families

Southwest pilot families have access to a variety of retirement savings options, including your company 401(k), Profit Sharing, 401(a), Excess Benefit, and Top Hat plans. These plans come with unique features—such as company contributions, contribution limits, and tax strategies—that can be complex to navigate. In addition, understanding Southwest’s health benefits and selecting the right insurance options adds another layer of decision-making.

At Leading Edge, we help you navigate the nuances of your benefits and build a strategy that fits your financial goals—so you can make confident decisions for your future.

We also offer investment management for your Southwest 401k through Schwab, helping you stay on course with your retirement strategy.

Navigate Health Emergencies with Confidence

Aviation professionals face unique stressors – especially when it comes to maintaining their medical certification. Even minor health issues can lead to major financial consequences if you’re not properly prepared. As aviation families ourselves, we understand the stakes and the stress. Pilots have several ways to protect their income and their families from the financial impact of health emergencies. These include:

Short-term disability insurance

Long-term disability insurance

Loss of license coverage

Accrued sick time

Emergency savings

We work with pilot families to evaluate their options and create a tailored plan that fits their unique needs. And when a health emergency does occur, we’re here to help you navigate the financial side—so you can focus on recovery.

Resources for Southwest Airlines Pilots

Stay tuned! We are always adding more resources for our clients!

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