Guidance for the big picture and finer details
AN EXPERIENCED PARTNER FOR THOSE IN THE ENERGY INDUSTRY
After decades of working, and the closer you are to retiring, the more questions begin to arise. The earlier you begin planning, the better. Our capabilities and experience in the energy industry are designed to help answer your questions and meet your full range of needs.
Over the years, through partnerships in the energy industry, we've garnered valuable insights into various companies and how their plans work. We’ve also found that starting with you first – and staying focused on you – is best accomplished by building and fostering our relationship to understand your life and requirements.
Energy industry professionals, like you, typically have access to retirement funds or pensions that you’ll want to understand and maximize for a financially confident retirement. We have the know-how to help you access the benefits you’ve worked hard to earn, optimize tax efficiency and leverage diverse investments that may fit your goals and risk tolerance.
It doesn't end there. We know that predictability and clear communication are important to you. That’s why we make ourselves available any day, any time.
Raymond James and its advisors do not offer tax advice. You should discuss these matters with the appropriate professional.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
