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Welcome to the Energy Professionals Advisor. Are You Getting the Most out of Your Retirement Plan?
GET STARTED NOWFinancial Guidance for Energy Professionals
As a financial advisor with three decades of experience in the oil and gas industry, I specialize in helping employees and retirees of the energy, chemicals, and oil sectors. My deep understanding of company plans and benefit packages allows me to craft tailored financial strategies for achieving financial independence. I'm committed to not only managing your finances but also positively impacting your life and the lives of the next generation. Let's begin this journey together today.
Are You Getting the Most out of Your Retirement Plan?
We use a “holistic approach” to wealth management. Our systems, procedures and techniques have been refined by years of experience helping make us an efficient and productive wealth management company.
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- The Guardian
From preventing serious falls to being able to walk up stairs, it’s power – or how you use your strength – that will bring quality of life as you age.
- Broadridge Content
The financial aid treatment of a 529 plan depends on whether it is owned by a parent or grandparent.
- Broadridge Content
Staying healthy and having health insurance are high priorities when you retire. As you approach retirement, you'll need to understand what Medicare covers and when you'll become eligible. You may want to consider supplemental insurance such as Medigap, which fills some of the gaps in Medicare cover
- Forbes
Every time a financial decision arises, it activates survival instincts like fear, shame or scarcity thinking.
- Broadridge Content
So you are thinking about making a series of gifts protected from gift tax by the annual exclusion, or a large gift sheltered from gift tax by the applicable exclusion amount, but have concerns about losing access to the gifted property or its income if circumstances change. If you are married, one possible solution is a spousal lifetime access trust (SLAT).
- Broadridge Content
Making a peer-to-peer (P2P) payment is a convenient way to send money, but what happens when something goes wrong?
Financial Guidance for Energy Professionals
As a financial advisor with three decades of experience in the oil and gas industry, I specialize in helping employees and retirees of the energy, chemicals, and oil sectors. My deep understanding of company plans and benefit packages allows me to craft tailored financial strategies for achieving financial independence. I'm committed to not only managing your finances but also positively impacting your life and the lives of the next generation. Let's begin this journey together today.
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