Energy Industry.

many of our clients are energy industry employees and retirees.

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Common planning opportunities and challenges:

  • Navigating your Restricted Stock Grants / Options.

  • Pre-Tax vs. Roth + After-Tax retirement contributions.

  • Non-Qualified Deferred Compensation elections.

  • When and how to take your Pension.

  • Net Unrealized Appreciation election of Employer Stock.

maximize employer benefits.

Among others, we work with current and former employees of the following companies:

  • Shell

  • ConocoPhillips

  • Phillips66

  • Equinor

  • Chevron

  • Kinder Morgan

  • BP

  • National Oilwell Varco

  • ExxonMobil

  • Occidental/Anadarko

  • Halliburton

  • Schlumberger

 

energy jobs and stock prices can be volatile.

we help you develop a plan for inevitable changes.

Let’s Get Acquainted.