ExxonMobil & Energy Industry Expertise

ExxonMobil & Energy Industry Expertise

ExxonMobil, ConocoPhillips, Chevron and Shell employees and retirees have a wealth of opportunities available, and our team is uniquely positioned to help them capitalize!

Our firm's founder served as an ExxonMobil supervisor & executive for over 30 years, and Sarah Mizell began her career in the Commercial Organization & commodity trade floors of ConocoPhillips.  As a result, many of colleagues sought our advice and service, which has positioned us to better serve you if you are a part of the 401(k) savings plan(s) for these companies or are approaching retirement from any of these organizations.

Contact us today to discover how we can serve you.

 

Net Unrealized Appreciation (NUA) - IF YOU ARE CONSIDERING RETIREMENT FROM AN ENERGY COMPANY IN HOUSTON, PLEASE EXPLORE NUA FIRST.

Contact us today to see if any part of your 401(k) is eligible for special NUA treatment. It could save you thousands!

 

401(k) retirement plans and Individual Retirement Accounts (IRA) advice.

We want those Golden Years to exceed your expectations.  Whether you are a young professional in the planning stages, on the brink of retirement and unsure how to proceed, or already in retirement, we are here to serve you and provide peace of mind.

Our team specializes in 401(k) rollovers and investment managment tailored for you and the life you choose to live.

Contact us today to be sure you are making the most of time and resources.