Financial Planning for Shell Employees
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. 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 that are available regarding the Shell retirement plans, including:
- Shell Pension Plan
- Shell Savings Plan
- Employee Share Purchase Plan
- 401(k) loans and early distribution strategies
- Discussing your asset allocation strategy with the investment options available in the Savings Plan
- 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.
Please note that Bogart Wealth is not affiliated with or endorsed by Shell.
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.
