Spirit Airlines

Spirit Plans

As an active Spirit pilot, your Spirit 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 offered to you by Spirit or other sources, taking into account 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 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 Spirit Airlines and ALPA benefits, then you’ve come to the right place.

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