Learn strategies to navigate the cyclical nature of oil and gas markets and stabilize your retirement planning.
Discover how to plan for potentially shorter career spans and manage long-term healthcare costs effectively.
Gain insights into leveraging complex retirement plans, stock options, and tax advantages unique to the industry.
Explore strategies to manage risks, diversify investments, safeguard income, and ensure financial stability.
Plan for frequent relocations and develop alternative income streams for post-career flexibility.
Understand the value of working with advisors specializing in oil and gas retirement planning.
This book is a comprehensive guide to retirement planning tailored for oil and gas professionals. It addresses the industry’s unique financial challenges, including income volatility, early retirement opportunities, and complex benefit structures. Readers will gain insights into crafting robust financial strategies, mitigating risks, and exploring diverse investment options. With actionable advice and expert insights, this resource equips industry professionals to secure a financially stable and fulfilling retirement.
Financial Synergies Wealth Advisors is a fee-only financial advisory and wealth management firm located in Houston, Texas. For over thirty-five years we’ve been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients, they become part of our extended family, and in the past three decades we’ve developed multi-generational relationships with many of them.
Our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine investment management and holistic financial planning to provide total wealth management for our clients. Together, we’ll construct a financial game plan and investment strategy to meet your goals, and give you greater confidence in your future.
4400 Post Oak Pkwy #200
Houston, TX 77027