ConocoPhillips

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:

Risk Management

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.

Expert Advice

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.

Long-Term Success

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.