For the past 14 years, we have been helping Chevron executives, managers and employees in California (San Ramon, Point Richmond, Irvine, and Bakersfield) 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.
We can help you to:
- Map out a plan to retirement
- Identify any missed coordination gaps in your current plan
- Understand specific tax strategies to put money back into your pocket
- Determine how much to contribute to your ESIP (Employee Savings Investments Plan)
- Understand Segment Rate analysis (as it relates to your CRP)
Affected by ROM/ESP
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 (ROM/ESP) 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 will also work with you to evaluate your goals, educate you on your current financial situation, and help determine a proper timeline for retirement.
Retiring from Chevron
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.
Upon leaving Chevron, we will be able to walk you through your “When You Leave” package and ensure this is done correctly. It is important to do this, as it can help you avoid losing any CRP lump sum value due to changing segment rates.
Do you want to make most out of your Chevron Benefits?
Schedule a complimentary 90 minute appointment to talk with one of our financial planners.
Why work with us?
- Our unique expertise and knowledge about Chevron from working with over 300 Chevron executives, managers, and employees
- We are a third party firm, which may allow us to be more objective than if we were affiliated with Chevron
- It is a good idea to get a second opinion on your current financial plan
- A complimentary initial meeting with one of our financial planners will be a valuable use of your time
Our planners are knowledgeable about your Chevron benefits, retirement plans and other useful financial concepts, which is why we provide a monthly newsletter specific to Chevron employees.
Read Latest Chevron Newsletters Here!
You can now follow us on LinkedIn.
Company retirement plans are subject to change. For specific plan information consult your human resource department.
Insight Wealth Strategies and Lincoln Financial Advisors Corp. are not affiliated with Chevron.