EMPOWERING THOSE WHO POWER OUR NATION

Any energy professional knows all too well that change is the only constant. Whether reacting to changing industry technology or unpredictable commodity markets, you have to remain nimble to succeed.

That’s where we come in. Rooted in the Permian Basin, we’ve weathered decades of ups and downs, and the stamina we’ve developed can help you stay focused on the ultimate goals, while navigating an ever-changing landscape. In addition to the traditional, comprehensive planning we provide, we also can help you with strategies and tools that are especially relevant to energy industry professionals—whether you’re on a drilling rig or in the board room.

OUR SERVICES INCLUDE:

  • FAMILY & INDIVIDUAL PLANNING
  • CONCENTRATED STOCK POSITIONS
  • NET UNREALIZED APPRECIATION
  • EXCHANGE FUNDS
  • COVERED CALL WRITING
  • RULE 144 TRANSACTIONS
  • DEFERRED COMPENSATION PLANS
  • CHARITABLE GIVING OF HIGHLY APPRECIATED STOCK

Maintaining income after retirement

How your retirement savings can continue working for you.
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Retirement & Longevity

Infographic: Debunking Social Security myths

Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
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Retirement & Longevity

Is a niche retirement community right for you?

Things to consider before joining a community of like-minded retirees.
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Retirement & Longevity

Protecting your Social Security payout

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
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Retirement & Longevity

Infographic: Five habits of 401(k) millionaires

You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
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Retirement & Longevity

Navigating Medicare [INFOGRAPHIC]

Review this roadmap to help you navigate through the Medicare enrollment process.
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Retirement & Longevity

The psychological side of spending your retirement savings

Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
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Retirement & Longevity

Retiree in training

Practice makes perfect when it comes to retirement.
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Retirement & Longevity

5 considerations for your Social Security strategy

As you prepare to start claiming benefits, be sure to ask yourself these questions.
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Retirement & Longevity

Making the most of a Roth IRA

Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
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Retirement & Longevity

When markets are down, what should you do about RMDs?

Keep these strategies and considerations in mind.
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Retirement & Longevity

Are you and your partner on the same retirement page?

Many couples don’t agree on when, where or how they’re going to spend their golden years.
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Retirement & Longevity

Partner with us and plan for the big things in life

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Van Pearcy's Wealth Services Team is not a registered broker/dealer and is independent of Raymond James Financial Services.

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