Edited - Intro - SB - 5_9_20


Educate: Learn Your Chevron Benefits

The Retirement Group has been successfully helping Chevron employees review their benefits and retirement options over the last two decades.  We have helped many employees navigate EOI and ROM in the past. Our team of advisors work with employees in California, Texas, Louisiana and Mississippi as well as other areas in the United States.

     Our primary goal is to help you truly understand your benefits options and avoid any potential mistakes when you decide to transition into retirement. Chevron is currently going through another EOI.  For many of our clients and prospects, this may look attractive given a combination of the severance offered and high lump-sums due to the low interest rate environment. It is highly recommended that before you accept, you run a detailed cash flow analysis for your specific situation if you are considering the EOI.  At The Retirement Group we provide a complimentary review so you can compare the EOI against your original retirement goals.  In addition to the cash flow analysis we offer online Webinars and Chevron Conference Calls. This way you can weigh the pros & cons as well as the many additional retirement decisions you will face like your pension election, 401K options, and medical coverage. If you have any questions or concerns please give us a call at 1-800-900-5867. Thank you and stay safe!

Special Event!

Live Webinar on Chevron Net Unrealized Appreciation, beginning on Thursday, July 1st at 12pm CST!

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Get on the path to a Happy Retirement.

CVX Social Security Offset

Chevron Social Security Offset

The Social Security Offset is one component of your overall pension calculation. Learn how the Social Security Offset will impact the final amount you receive from your Chevron Pension plan.

Chevron Interest Rate Update

Interest Rate Update

Learn how lower interest rates can affect your Chevron Lump-Sum. A seasoned financial advisor will break down how the economic events of 2020 have impacted your Chevron pension options.


Chevron Pension 

Understanding the intricacies of your Chevron pension plan can help determine your retirement date. Our seasoned financial advisors will educate you on current pension changes as well as the different payment options you have available.


Emotions of Investing

People often make decisions based on emotion rather than a rational, logical outlook. Oftentimes this results in poor decision making.


Lump Sum vs Annuity

Choosing between taking your Pension as a lump-sum or an annuity (monthly payments for life) is one of the biggest decisions a retiree will make.  


Roth Conversion

Given the current market conditions, we’ll discuss IRA strategies which could save you money on tax payments. By converting some of your assets into IRA accounts they become non-taxable, potentially saving you a substantial amount of money.

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This Week's Featured Class:

Chevron Interest Rate Update

Chevron Interest Rate Update Webinar Replay


Your CVX Guide

CVX -Retire_Transition Guide Book Cover-1

You will learn strategies and tips to potentially increase your Chevron Pension, Lump-Sum, 401(k) Savings, Value Investment, Tax Planning, Social Security benefits and earnings. You can also expect to receive updates on industry-related issues that may concern the Chevron workforce.