Financial Planning for Shell Employees
Are You Ready for Retirement?
Are you approaching retirement and looking for assistance in reviewing your current benefits package? Our team of experienced financial advisors is ready to assist you throughout the retirement process.
Personalized Financial Advice for Shell Employees
Our firm is dedicated to helping Shell employees attain financial security by providing tailored financial advice that addresses your unique needs. We understand the challenges you face and are committed to offering the guidance and resources required to make informed decisions for a successful retirement and beyond.
We Will Work With You To:
Review the Choices Available Regarding the Shell Retirement Plans:
- Shell Pension Plan
- Shell Savings Plan
- Employee Share Purchase Plan
- 401(k) Loans and Early Distribution Strategies
Discuss Your Asset Allocation Strategy
Discussing your asset allocation strategy with the investment options available in the Savings Plan.
Review Cashflow Needs
Discussing cashflow needs for funding retirement.
Shell Pension Plan
For many, the key choice is whether and when to take all or part of your Shell Pension Plan benefit as an annuity or a lump sum. This decision goes beyond just the lump sum interest rate; it’s also important to consider the irreversible nature of selecting an annuity. We collaborate with our clients who have benefits provided by Shell to help find the best solution for their unique situation. It’s a significant decision and one that deserves a meaningful conversation.
Take the Next Step in Your Retirement Planning
Our team at Bogart Wealth is committed to helping Shell employees make informed decisions about their financial futures. Whether you’re approaching retirement or seeking to optimize your current benefits package, we’re here to guide you. For more details about how we can support you, visit our Financial Planning Services. Ready to discuss your retirement planning options? Contact us today to schedule a consultation.
Disclaimer
Please note that Bogart Wealth is not affiliated with or endorsed by Shell.
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IS A BOUTIQUE RIGHT FOR ME?
By submitting this form, you are consenting to receive emails from: Bogart Wealth, 2010 Corporate Ridge, Suite 900, McLean, VA, 22102, US, http://www.bogartwealth.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact.