If you've done your homework, you may have come to realize retiring with a team makes more sense than handing your life savings over to one individual. So, what do we believe sets our group apart from every other team out there?
We do one thing, and we feel that we do it as well, if not better than anyone else in the area. We specialize in working with retirees, the vast majority from Chevron Corporation. When it comes time to saying goodbye and opening up a new chapter in your life, we understand the various options staring you in the face. And since we understand your company's plan well, you will have our team's extensive knowledge, experience, and insight at your disposal. Armed with this, we'll help to create a tailor made plan to match you and your goals for the short, medium and long-term.
Your Company is very good at creating acronyms for virtually every program there is. If it's CIP, ESIP, LTIP, ESOP, DCP, or DCPII, we understand these programs' advantages and disadvantages and how they may or may not affect you. Because of this, we will help guide you through all HR processes.
The vast majority of our clients were once employees of Chevron. Currently, our team manages nearly $600 million in assets for over 500 households.* The trust our clients have bestowed upon us is something we do not take lightly.
We believe strongly that taking care of clients is our #1 responsibility and priority. And, because of this, we have set a goal of spending at least 85% of our time with our clients, and 15% or less with prospective ones. We feel if we take care of our current clientele, they will in turn tell their friends and former co-workers about their experiences with us.
Our group takes our work very seriously. We constantly strive to further educate and inform ourselves so that we can continue to improve our clients' experience. This professionalism is only part of the reason we feel clients choose us and stay with us. We very much look forward to offering our services to you and your family!