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JetBlue Airlines

JetBlue Plans

As an active JetBlue pilot, your 401(k) is your primary way to save for retirement. Allworth Airline Advisors is proud to offer professional investment management for your 401(k) through Schwab’s Personal Choice Retirement Account (PCRA).

Our team can assist you in optimizing both your 401(k) and other benefits (such as your Health Savings Account, stock purchase plan, or VEBA) offered to you by JetBlue or other sources. This comprehensive planning will consider your specific goals, income needs before and during retirement, healthcare expenses, Social Security income, and potential tax consequences. We can also help you determine which healthcare plan is right for you based on your specific circumstances.

Experience

For more than 40 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 JetBlue and ALPA benefits, then you’ve come to the right place. 

In addition to pilots and airline employees, the JetBlue 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 JetBlue team is well-equipped to help you live your ideal financial life.

Request a Custom Financial Consultation 

Discuss your financial situation with an advisor who understands your unique needs, goals, and circumstances. Get answers to questions such as:

  • When would you like to retire?
  • How much do you need to save?
  • Do you know how to maximize your airline benefits?
  • What are your short-term and long-term financial goals?

You’ll also get a better understanding of your probability of successfully achieving your goals at your current savings rate. Having clarity about your financial picture today can provide significant peace of mind for the future.