Financial Planning for ConocoPhillips Employees
Planning for retirement as a ConocoPhillips employee doesn’t need to be a guessing game. That is why at RGWM we have built a team of financial advisors that have the experience with ConocoPhillips compensation and retirement plans to help you achieve your unique financial goals.
Our team will work with you to help you make informed decisions about the ConocoPhillips 401(k), Pension, Stock Compensation, and more. Take the guesswork out of retirement planning – we’ll review your current financial situation and give you actionable insight into which steps you want to take as a ConocoPhillips employee to progress towards a successful retirement.
How We Help ConocoPhillips Employees
Whether you are years away from retirement or months from your last day at work, our financial advisors help ConocoPhillips employees navigate critical planning decisions. We do this by offering the following services:
- Reviewing when and how a ConocoPhillips employee should take their pension plan
- Identify and implement tax savings tools such as Roth Conversions
- Analyze NUA (Net Unrealized Appreciation) for company stock in your 401(k) account
- Assist with any employer equity compensation plans like Restricted Stock or Option
- Create 401(k) and other retirement account portfolio allocations to ensure your portfolio is structured to meet your needs
WHY DO ConocoPhillips Employees
Need Financial Planning?
Your confidence is our priority. If you’re looking for a long-term approach to your financial health, we’re here to help. Our CERTIFIED FINANCIAL PLANNERTM professionals help clients meet their goals by offering guidance and support in several areas, including:
Energy professionals frequently are over-exposed to company stock through their 401(k) and stock-based compensation. We’ll help you protect yourself from being too concentrated in your portfolio.
Our advisors have years of experience in helping professionals from energy companies. No one is better prepared to help you maximize your employer benefits and prepare for retirement.
The tax and investment landscape is constantly changing. We offer advice for every phase of your life that is at the forefront of your company’s offerings and the current tax code.
Wealth Management Tailored to Your Needs
Oil & Gas Professionals
Reliable financial services for individuals who own or manage their own businesses
CONNECT WITH OUR
Send our team a message and we will respond via phone or email in one business day.