¿POR QUÉ LOS EMPLEADOS DE CHEVRON
¿Necesitas planificación financiera?
Tu confianza es nuestra prioridad. Si buscas un enfoque a largo plazo para tu salud financiera, estamos aquí para ayudarte. Nuestros profesionales CERTIFIED FINANCIAL PLANNER™ ayudan a los clientes a alcanzar sus objetivos ofreciéndoles orientación y apoyo en varias áreas, entre ellas:
Gestión de riesgos
Los profesionales de la energía suelen estar sobreexpuestos a las acciones de la empresa a través de su 401(k) y de la remuneración basada en acciones. Te ayudaremos a protegerte de una excesiva concentración en tu cartera.
Consejos de expertos
Nuestros asesores tienen años de experiencia ayudando a profesionales de empresas energéticas. Nadie está mejor preparado para ayudarte a maximizar las prestaciones de tu empresa y prepararte para la jubilación.
Éxito a largo plazo
El panorama fiscal y de las inversiones cambia constantemente. Te ofrecemos asesoramiento para cada fase de tu vida que esté a la vanguardia de las ofertas de tu empresa y del código fiscal actual.
IMPORTANT DISCLOSURES:
Rhame & Gorrell Wealth Management is not affiliated with or endorsed by Chevron. Corporate benefits may change at any point in time. Be sure to consult with human resources and review Summary Plan Description(s) before implementing any strategy discussed herein.Rhame & Gorrell Wealtha 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. Past performance may not be indicative of future results and does not guarantee future positive returns.
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.
