Alaska Airlines

Alaska Plans

As an Alaska pilot, you have both the PISP/401(k) plan and the A-Plan pension available to help you save for retirement. Allworth Airline Advisors is proud to offer professional 401(k) management for your PISP through BrokerageLink at Fidelity. Our team can assist you in optimizing both your PISP/401(k) and your A-Plan, taking into account your specific goals, income needs before and during retirement, healthcare expenses, Social Security income, and potential tax consequences.


Experience

For more than 30 years, Allworth Airline Advisors (formerly RAA) has assisted pilots and their families with a variety of financial planning services including 401(k) management, comprehensive financial planning, retirement planning, investment management, estate planning, benefit reviews, tax guidance and return preparation, insurance guidance, income planning, and Social Security and Medicare guidance, as well as many others.


A Team of Experts Focused on Your Goals

If you are looking for a financial planner who knows the ins and outs of your Alaska Airlines and ALPA benefits, then you’ve come to the right place.

In addition to pilots and airline employees, the Alaska team includes Certified Financial Planners (CFP®), Chartered Retirement Plans Specialists (CRPS®), and Behavioral Financial Advisors (BFA) who are guided by and focused on your specific goals, both short term and long term.

With years of financial planning experience and extensive knowledge about the goals and needs of airline employees, the Alaska team is well-equipped to help you live your ideal financial life.

Featured Resource


Checklist Alaska Airlines Financial Planning Checklist

Ready to secure your financial future? Learn the key steps every pilot should take to create a solid financial plan today!

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Ready to get customized Alaska guidance?

Talk with our Allworth Airline experts today about how we can seamlessly integrate your Alaska benefits into a comprehensive financial strategy that enhances your wealth.

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years in business $26 Billion AUM4
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