Everything in One Place
All your investment accounts in one place.
Oil & Gas Industry Retirement Planning
We’ve worked with many employees from the Oil & Gas Industry to help them through the retirement process. Our end goals is to help give you the ability and confidence to retire without worrying about money again.
Through our Wealth Designed process, we help clients navigate the intricacies of their company’s retirement benefits. Additionally, we even have a 34 year veteran of a local El Segundo refinery who is well versed in local company benefits. Whether you are looking to retire now or in the future, trying to navigate ESOP shares, or understand your pension, Warren Street Wealth Advisors has the knowledge to guide you every step of the way.
Helpful Resources:
34 Year Chevron Employee Retires to Pursue Passion
12 Keys to Retiring form the Oil & Gas Industry with Confidence
Investment Management
Whether it is your retirement account, your 401(k), or your trust/individual account, we have the expertise to tailor and manage your portfolio to your goals and objectives. Our fee-only and non-product focused approach allows us to keep the client at the center of the decision making process and keep their interests first.
If your company’s 401(k) program does not allow for outside management, we can also help tailor your portfolio towards your exact risk tolerance and retirement date with the fund options you are given. This includes taking advantage of employee stock ownership plan (ESOP) shares or common stock shares to be as tax efficient as possible.
We do not work on commission, we do not sell proprietary product.
Retirement Planning
Having a financial plan will keep us on top of where you are, and more confident about where you are going. Your comprehensive financial plan pulls in data from all your financial accounts. This includes mortgages, car loans, credit cards, IRA’s, 401k’s, everything. Imagine knowing your exact net worth and whether you’re on track with your plan, every day! We use the latest technology so you can view all of your accounts in one place 24/7, 365.
