For the past 19 years, we have been helping Chevron executives, managers and employees in California (San Ramon and Point Richmond) and Houston, Texas, with their financial planning. Our main focus is to help you get the most out of your benefits package, while creating a strategy to guide you to a comfortable retirement.
Many of our new and existing clientele have expressed concerns about the potential state of their financial health, in the event they are laid off. If a layoff (EOI) were to affect you, we can help determine if retirement is a viable option at that time, as well as understand the critical decisions about company benefits elections.
We 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). 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.