Financial Planning for ExxonMobil Employees
For over 25 years, our certified financial advisors have helped ExxonMobil employees, both on and off-campus. Our expertise in the retirement benefits package gives us the innate ability to provide comprehensive financial planning for ExxonMobil employees. This includes reviewing NUA opportunities within an individual Savings Plan, Restricted Share Units, and/or pension plans.
It’s our goal to offer refined and unique processes for ensuring ExxonMobil employees have an effective and seamless transition into retirement. Whether you are down the street from us at the main campus or in PNG finishing a rotation, we’re here to help maximize your retirement assets.
How We Help ExxonMobil Employees
If you’re looking to retire from ExxonMobil or need assistance analyzing your benefits package, our financial advisors are available to you. Over the years, we have helped numerous ExxonMobil employees and executives with the following:
- Reviewing the various choices that are available regarding the ExxonMobil Pension Plan
- NUA (Net Unrealized Appreciation) stock in your ExxonMobil Savings Plan
- After-Tax contribution planning and Mega Backdoor Roth conversions in the Savings Plan
- Supplemental Savings Plan (SSP) and Supplemental Pension Plan (SPP)
- 401(k) loans and early distribution strategies
- Hedging concentrated XOM positions with protective options
- Stock compensation and RSU tax optimization
- Discussing your asset allocation strategy with the investment options available in the Savings Plan
- Other tax planning strategies like the Backdoor Roth IRA
WHY DO EXXONMOBIL EMPLOYEES
Need Financial Planning?
Your confidence is our priority. When you’re employed at a large company that offers different investment and retirement options, it’s crucial that you understand how to maximize what is available to you. By having a financial planner, you can minimize your risk and ensure financial peace of mind for your future self. Our Certified Financial Planner™ professionals in The Woodlands are committed to that end and will do everything in their power to help you achieve your goals.
When you’re deciding on investment and retirement options, there is a certain level of risk to consider. We’ll help you weigh the pros and cons of each option to ensure the best possible package in your contract.
Our advisors have over 25 years of experience in investment planning and wealth management. We’re passionate about staying in touch with the latest market trends to give trusted financial advice.
There are a number of changing factors that come with financial planning. Our advisors provide tax or legal advice for every aspect of your ExxonMobil benefits package, from retirement income to life insurance.
Rhame & Gorrell Wealth Management is not affiliated with or endorsed by ExxonMobil. 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.
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.