Market Month: May 2025
- Broadridge Content
The latest issue of Market Month is available.
Welcome to the Energy Professionals Advisor. Are You Getting the Most out of Your Retirement Plan?
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Financial Guidance for Energy Professionals
Guiding You Towards Financial Independence
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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What's the Latest News?
Knowledge is power! The following news has been carefully selected by our office to empower your learning. Dive into trending news, thought-provoking insights, and everything in between.
Have You Set a Retirement Savings Goal? (Jul)
- Broadridge Content
It's difficult to reach a destination unless you know where you are heading.
Financial Planning: Helping You See the Big Picture
- Broadridge Content
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The Best Mentors Use These 4 Questions to Help Their Team Grow
- Entrepreneur Magazine
What makes someone a strong, capable leader? Asking thoughtful questions by leadership not only builds confidence and drives growth, but it also helps teams flourish.
The Rule of 72: How Long Will It Take to Double Your Money?
- Broadridge Content
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Trouble in Florida's real estate paradise
- Business Insider
The Sunshine State has a grim warning for America's homebuyers
Financial Guidance for Energy Professionals
Guiding You Towards Financial Independence
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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