FINANCIAL PLANNING FOR OIL & GAS INDUSTRY

PETROCHEMICAL AND ENERGY PROFESSIONALS FACE UNIQUE CHALLENGES

Because of the potential for high earnings and reliance on policies and the market, you need professional financial advice that can inoculate you from the volatility associated with the industry. We help our clients make the most of their income, stock options, and employer-sponsored benefits while ensuring they avoid a shortfall at retirement. Acting as your personal CFO, we partner with you to create a personalized financial plan that adapts with you as your life and career advances. Through the 7 Pillars of Financial Success, we address each stage of your life to help you secure the resources you need to enjoy a comfortable retirement.

A comprehensive financial plan that addresses your specific situation may include

Income tax planning
Compensation Review
Benefits package review
Asset protection
Insurance planning
Equity compensation analysis
Portfolio rebalancing
Wealth management
Risk management
Investment planning
Retirement planning
Philanthropy
College planning for your loved ones
Estate planning
Legacy planning
Debt management
Review tax advantages on highly appreciated company stock

We're happy to discuss your particular retirement planning needs with you.

Financial planning for oil and gas professionals photo concept with engineer team wearing coveralls and helmets surveying oil field site.

WHY FINANCIAL PLANNING FOR ENERGY PROFESSIONALS IS DIFFERENT

Financial planning and investment management for oil and gas professionals is a specialized area of practice. Working with petrochemical executives and employees requires an in-depth understanding of employer-sponsored benefits packages and knowledge of the unique financial challenges that face the industry.

With offices around Texas, we work with various executives, engineers, administrative staff, and oil field service professionals and their families. We have direct experience with executive and employee benefits and compensation packages, especially with Exxon, BP, ConocoPhillips, Halliburton, Oxy, Baker Hughes, Chevron Phillips, Citgo, Shell, Phillips 66, and Dow*.

*Global Wealth Advisors is neither endorsed by nor affiliated with Exxon, BP, ConocoPhillips, Halliburton, Oxy, Baker Hughes, Chevron Phillips, Citgo, Shell, Phillips 66, and Dow.

Financial planning for tech professionals concept image of multi-generational family sitting together on a grassy hill.

We help our clients simplify the complexities of their financial life, whatever their goals and career stages. Applying our 3P Approach© to financial planning ensures we address all of the stages within your career–from early and mid-career challenges to accumulation and leaving a legacy for your family and others. With our experience and dedicated team of professionals in this niche market, we help you put the pieces of your financial life together, so you can spend time focusing on what matters.

For additional information on related oil and gas topics visit our financial planning guides and searchable blog articles. Please let us know how we can be of service to you.