Our Corporate Advantage Program for Energy Professionals

HOUSTON MEANS ENERGY

Our deep understanding of the energy sector comes from decades working with clients in the Houston area and beyond. We understand your unique challenges and opportunities.

Our Corporate Advantage Program for Energy Professionals helps you navigate your wealth in the energy sector.

Whether you’re based in Houston or overseas, our expertise in financial strategies and the technical details of the energy sector can help you define your personal path. We’re well-versed in the specific rules that govern your plans and the dynamics of your company stock incentives. Here’s what you’ll learn:

  • Do I have enough insurance to provide for my family?

  • Am I choosing the right employee benefits for me?

  • Should I sell my company stock? If I do, what should I do with the proceeds?

  • What are the tax liabilities associated with my stock awards or options?

  • How much should I invest in my 401k plan, and which funds should I select?

  • Should I participate in deferred compensation?

  • Should I take my pension as income or a lump sum?

  • What impact does a job loss, job change or overseas move have on my financial plan?

Download Our Energy Professionals White Paper

Step 1: The Energy Professional Financial Journey

Here’s what you’ll learn:

  • The process of ensuring your financial stability

  • How energy professionals wealth planning is different

  • How to maximize the value the your financial journey

Step 2: Clarify Your Vision and Goals

Here’s what you’ll learn:

  • Establishing your family values and objectives

  • Helping you get the help you need

  • Thinking through what you want to do in retirement

Maximize Your Employee Benefits

Employee benefits are the most under-utilized asset by energy professionals! Your employee benefits can comprise up to 30% of your compensation. We’ll help you define what you need and help you get the most out of them for the benefit to building your personal wealth.

Step 3: Addressing Critical Issues

Step 5: Monitor and Adjust Your Wealth Plan

Step 6: Secure Your Legacy

Step 4: Align Your Portfolio

Our clients are employees of the world’s leading energy companies.

Ready to talk?

If you’re an energy family, we can help you navigate this special industry. Together, we’ll create a vision for your financial future and design a plan to help you secure it.