SERVING THE PETROCHEMICAL COMMUNITY FOR OVER 30 YEARS
Our Financial Advisors in The Woodlands have become a trusted authority on the full compensation and benefits package provided by the oil majors and many others in the industry. In fact, the principals of our firm were sponsored by ExxonMobil, Chevron, Shell, BP, Conoco Phillips, and more to develop retirement classes that were offered around the country.
As one of the only advisory firms in the country with this experience as an oil and gas fiduciary, our team in The Woodlands is intimately familiar with the tax savings opportunities of company stock coming from the 401(k) as well as all forms of executive compensation. We’ve helped hundreds of petrochemical employees retire successfully, and we’re here to help you too.
SUBSTANTIALLY REDUCE TAXES
With changes on Capital Hill and taxes a constant item of scrutiny and volatility, it is extremely important to look for opportunities to maximize your retirement. For many employees, diligent savings through your 401(k) plan has built a nest egg to carry you through retirement.
A little known rule in the Internal Revenue Code (IRC) may offer tax advantages on a distribution of highly appreciated company stock.
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our team is committed to you
We would be thrilled to have you attend one of our seminars on the subjects above, or visit one of our offices to meet with an experienced financial advisor about your situation. Our headquarters are conveniently located in The Woodlands, TX.
As an oil and gas fiduciary, we are committed to sending you out of a meeting with us better off than when you came in by doing one of two things:
- Validate the retirement plan and process you are currently pursuing, OR
- Provide you with actionable insight into what needs improving and equip you with the tools to do so
We encourage you to contact our team of Financial Advisors in The Woodlands, TX today – our goal is to be an educational resource supporting your effort to protect the wealth that you’ve worked so diligently to create.
At Rhame & Gorrell Wealth Management, we have over 150 years of combined experience in managing investments, optimizing tax strategy, navigating estate planning issues, and more. Our award-winning team has been featured in the Wall Street Journal, Forbes, Texas Monthly, and Houston Business Journal. With 4 CERTIFIED FINANCIAL PLANNER™ (CFP®) advisors on staff, you can feel confident that we are uniquely qualified to foresee and avoid a wide array of common financial pitfalls. Our team has the integrity and intellectual capital to serve your family at a level that many others cannot.
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