WHY DO CHEVRON 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 Chevron. 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.
