Energy Sector Employees
We Have Worked
With Clients 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 peace 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
Important Disclosure: Bogart Wealth is not affiliated with, and its services have not been approved or endorsed by, the companies listed above. This list is intended to provide an example of the types of companies where clients have worked and, accordingly, the types of company/retirement plans that have been analyzed in the scope of Bogart Wealth financial planning processes.
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