Edited - Intro - SB - 5_9_20


Educate: Learn Your ExxonMobil Benefits

Here you will find our extensive on-demand webinar library. Learn about the topics that will likely effect your retirement on your own schedule. At your pace.   

Thank you for taking the next step in your retirement journey. Please take a look at our complimentary classes for ExxonMobil employees, and select any topics that interest you. 

Special Event!

Live Webinar on Pension Planning for ExxonMobil Employees, beginning Wednesday, July 29th at 12pm CST!

Sign Up Here


Get on the path to a Happy Retirement.

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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.

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Interest Rate Update

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


ExxonMobil Pension 

Understanding the intricacies of your ExxonMobil pension plan can help determine your retirement date. Our seasoned financial advisors will break down what you need to know about your pension 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.

This Week's Featured Class: ExxonMobil Pension Planning

ExxonMobil Pension Planning - Wesley Boudreaux - 7_10_20


Your XOM Guide


You will learn strategies and tips to potentially increase your ExxonMobil 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 ExxonMobil workforce. 


Tyson Mavar, RICP®

Investment Advisor

Steve Boblis

Steve Boblis

Investment Advisor

Michael Lee

Michael Lee

Investment Advisor

Boudreaux, Wesley small-1

Wesley Boudreaux

Investment Advisor

Kevin Landis (1)

Kevin Landis, CFP

Investment Advisor

Michael Corgiat

Michael Corgiat, ChFC

Investment Advisor

Paul Bergeron (1)

Paul Bergeron

Investment Advisor

Patrick Ray

Patrick Ray, RICP®

Investment Advisor

Brent Wolf

Brent Wolf

Investment Advisor

david meschel

David Meschel, CPA, CFP

Investment Advisor