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 Savings Plan (CPSP), ConocoPhillips Pension Plan (CPPP), 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 (CPPP)
  • Identify and implement tax savings tools such as Roth Conversions in the Savings Plan (CPSP)
  • Analyze NUA (Net Unrealized Appreciation) for company stock in your Savings Plan account
  • Assist with any employer equity compensation plans like Restricted Stock or Options
  • Create CPSP and other retirement account portfolio allocations to ensure your portfolio is structured to meet your needs
  • Facilitate other tax saving tools such as Backdoor Roth Conversions

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 PLANNER™ 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.

IMPORTANT DISCLOSURES:

Rhame & Gorrell Wealth Management is not affiliated with or endorsed by ConocoPhillips. Rhame & Gorrell Wealth Management, LLC (“RGWM”) is an SEC registered investment adviser with its principal place of business in the State of Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RGWM has attained a certain level of skill, training, or ability. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own CPA or tax professional before engaging in any transaction.  The effectiveness of any of the strategies described will depend on your individual situation and should not be construed as personalized investment advice. For additional information about RGWM, including fees and services, send for our Firm Disclosure Brochures as set forth on Form ADV Part 2A and Part 3 by contacting the Firm directly. You can also access our Firm Brochures at www.adviserinfo.sec.gov. Please read the disclosure brochures carefully before you invest or send money.

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