Energy Sector Employees
Our Clients
Come From
Wealth Management For
Energy Sector Employees
We specialize in all aspects of retirement benefits planning and offer a tailored approach to help you achieve financial piece of mind.
-
Pension Payout Analysis
(Annuity vs. Lump Sum, Survivor Benefits, Timing) - Specialized NUA Analysis
- Supplemental Incentives Analysis
- Executive Benefit Plan Analysis
- Roth Conversion Analysis
- Cash Flow Planning & Tax-Efficient Strategies
- In-House Tax Planning & Tax Preparation
- Social Security Maximization
- Estate Planning & Multi-Generational Planning
- Health Insurance & Medicare Guidance
- Long-Term Care Insurance Options & Analysis
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