Chevron Employees Financial Planning

Learn how we can help you with the following:

Chevron Retirement Plan (CRP)

Chevron Incentive Plan (CIP)

Chevron 401(k) (ESIP)

Chevron Retirement Restoration Plan (RRP)

Chevron Deferred Compensation Plan (DCP)

Segment Rates

Learn how our Chevron financial advisors can help you maximize your financial potential and achieve higher returns. As certified financial planners with expertise in investment management and retirement planning, we have been assisting Chevron executives, managers, and employees in San Ramon, California, and Houston, Texas, for the past 20 years. Our primary focus is to help you make the most out of your Chevron Corporation benefits package while creating a comprehensive strategy that guides you towards a comfortable retirement.

Wondering if you're ready to retire if Chevron offers you EOI?

The Expression of Interest process can bring up big questions—about your pension, severance, benefits, and whether now is truly the right time to step away. This short quiz is designed specifically for Chevron employees to help you assess where you stand.

In just a few minutes, you’ll get a clearer picture of your retirement readiness and what steps may still be needed.

Understand key decisions like lump sum vs. pension
Know how segment rates could impact you
Prepare for retiree medical and severance cash flow
See where you stand—and what to do next

We Can Help You:

Map out a plan to retirement, tailored to your specific needs and goals
Identify any missed coordination gaps in your current plan
Understand specific tax strategies to put money back into your pocket
Determine how much to contribute to your ESIP (Employee Savings Investments Plan)
Understand Segment Rate analysis (as it relates to your CRP)

Retiring From Chevron?

When it comes to retirement planning, our Chevron financial advisors can assist you with making the appropriate decisions about your CRP (Chevron Retirement Plan) lump-sum or annuity. If applicable, we can assist you with your RRP (Retirement Restoration Plan) and help you create a plan for contributing to your DCP (Deferred Compensation Plan) and your ESIP (Employee Savings Investment Plan). Our expertise from working with hundreds of Chevron employees, allows us to educate you about your CIP (Chevron Incentive Plan) and how this is affected by the timing of your retirement.

Why Work With Us?

Our unique expertise and knowledge about Chevron from working with over 500 Chevron executives, managers, and employees
We are a third party wealth management firm, which may allow us to be more objective than if we were affiliated with Chevron
It is a good idea to get a second opinion on your current financial plan to help reach your financial goals
A complimentary initial meeting with one of our financial planners will be a valuable use of your time

Are you a HESS employee?

We can help you navigate the intricacies of your HESS Pension Plan and make the most of your employee benefits.

Do you want to make the most out of your Chevron Benefits?

Schedule a complimentary appointment to speak with a Chevron financial planner today.

To learn more about Insight Wealth Strategies and our financial services, call us at (800) 318-7848, email us at [email protected] or Request More Information.

Our planners are knowledgeable about your Chevron employee benefits, retirement plans and other useful financial concepts.

Company retirement plans are subject to change. For specific plan information consult your human resource department.

Insight Wealth Strategies, LLC is not affiliated with Chevron.