RRP

Chevron Retirement Restoration Plan

Chevron offers its executives who are at PSG 26 or higher a non-qualified payment called Retirement Restoration Plan (RRP). The RRP can be taken in different ways – either as a lump sum or in annual payments over up to ten years – this election must be made when you first enroll. If you do not chose any option at the time you first became eligible, you are assigned the lump sum option by default.

Years of Experience

CFP®, CRPC®, CFA

Designations Held

Assets Under Management

Comprehensive Services

At Insight Wealth Strategies, we understand that no two families or financial journeys are the same. That’s why we offer a full suite of services designed to grow, protect, and manage your wealth—no matter what life brings. Our team is here to provide clarity and guidance every step of the way.

Financial
Planning

Your financial future deserves a plan that adapts to life’s changes. We offer comprehensive financial planning, including retirement, education, and major life event strategies, to ensure you’re on track to meet your goals.

Financial Planning
Investment
Management

We create personalized investment strategies that align with your goals, risk tolerance, and time horizon. Our approach is data-driven and continually adjusted to market conditions to help maximize your investment potential.

Investment Management
Estate
Planning

Estate planning is about protecting your legacy. We guide you through the process of creating wills, trusts, and other essential documents to ensure your wishes are honored and your family is taken care of.

Why Create an Estate Plan?
Tax
Strategies

Minimizing tax impact is key to maximizing your wealth. Our team develops strategic, tax-efficient solutions designed to help you keep more of your earnings and build a tax-smart financial future.

Tax Reduction Strategies
Risk
Management

We help you identify and manage financial risks through tailored insurance solutions and strategies, ensuring that life’s uncertainties won’t derail your long-term plans.

Risk Management

Contact us

learn more about Insight Wealth Strategies

Call us at (800) 318-7848, email us
at info@insight2wealth.com
or fill out the request information form.

Contact Form

Ready to plan your retirement transition?

The decisions you make in the next few years will determine your retirement lifestyle. Let’s create a plan that gives you confidence in your financial future.

Schedule a Consultation

Insight Wealth Strategies, LLC is not affiliated with Chevron.