Experience and Advice
- Certified Financial Planners (CFP®) and Wealth Managers with hundreds of hours of additional training
- Very familiar with major oil company Retirement Plan Benefits, NUA, Savings Plans, Incentive Programs, Pension Lump Sum and Senior Executive Plans
- 30 years’ experience
- You will receive regular and ongoing consultations to help with plan optimization
- We help you with concentrated stock risk management strategies
We Listen
- We learn your goals, plans and unique issues
- We provide World-Class Complimentary Wealth Management Planning designed to provide you with income for life
- You receive customized strategizing on tax planning, estate planning, cash flow, risk management
- You hear from us on a regular basis
Our Clients
- Are sent to us through referrals
- Have a minimum of one million of investable assets with us
- The majority are major oil company employees or retirees
Your Money is Safe
- The Charles Schwab Corporation is one of the nation’s leading providers of financial services. Strong credit ratings from Morningstar (A+), Moody’s (A2), S&P (A) and Fitch (A).
- Through Schwab, your account is insured for $150 Million
Portfolio Management
- Top-rated, no-load funds and index ETF’s are used in order to design portfolios with a goal of top performance
- Portfolios are risk managed focused to help minimize volatility
- Discretionary management to help reduce your stress
- Your account information is posted daily via online access, monthly via statements and quarterly via performance reports
- Regular meetings with you to discuss your progress toward your goals
We Know Social Security
- Complimentary customized education on when and how to maximize benefits
- Proprietary software provides customized analysis
- Be our guest at our Social Security update seminars
Competitive Fees
- Complimentary wealth management and retirement planning at no cost
- Ongoing advice and strategizing at no cost
- Unbiased fee-based account management with very competitive and reasonable fees
- No commissions, no loads and no ticket charges on our managed accounts
- We utilize no-fee CORE accounts, with no cost to custody assets
Contact us today to schedule an appointment.