Exxon Mobil
The Allied Wealth team is comprised of experts seasoned in all aspects of the Exxon Mobil retirement benefits package. This includes the Exxon Mobil Savings Plan, Pension Election Options, Restricted Stock Units disposition and tax strategies, and the benefits of Net Unrealized Appreciation (NUA) opportunities for Exxon Mobil stock held within your savings plan. We have been sharing our knowledge and expertise of the excellent retirement benefits package offered by Exxon Mobil since 2008. Our goal is to help Exxon employees live as richly as possible with the resources they have to work with during their golden years. Through our unique and refined process known as “Outcome Focused Planning” we help you navigate the decision-making process necessary to maximize your benefits and minimize taxation while avoiding the common pitfalls and mistakes many Exxon Mobil employees make.
Allied Wealth provides education through Exxon Mobil-specific workshops at various venues in the Woodlands, Baytown, and League City. We offer one on one visits at our corporate headquarters located very close to the Exxon Mobil campus. We also offer virtual learning sessions for those on PNG rotations, those overseas, or those with complex scheduling issues.
Texas’ Oil and Gas Industry
The Allied Wealth team has served the oil and gas and related industries since 2008. As a result, our team has become a trusted advisor on the various compensation and benefits packages offered by the major oil companies and many others within the industry. In fact, we have helped employees from Chevron, Exxon Mobil, Shell, BP, Anadarko, Conoco Phillips, Lyondell Bassell, BP, Haliburton, Schlumberger, Wood Group, Jacobs Engineering, Baker Hughes, and many more. Through our unique and refined process known as “Outcome Focused Planning” we help you navigate the decision-making process necessary to maximize your benefits and minimize taxation while avoiding the common pitfalls and mistakes many employees make. We have helped many petrochemical employees retire well and realize the most they can with the resources they have.
Airline Industry
Serving in the Aviation industry as an Airline Pilot is one of the few positions that come with mandatory retirement age. This caveat creates complex issues for retiring airline pilots. The Team at Allied Wealth is seasoned in dealing with these issues and helping pilots navigate their retirement benefits and has done so since 2008. Our team is also highly skilled in flight attendant and airline employee retirement benefits. Through our unique and refined process known as “Outcome Focused Planning” we help you navigate the decision-making process necessary to maximize your benefits and minimize taxation while avoiding the common pitfalls and mistakes many airline industry employees, flight attendants and pilots make. We have helped many in the airline industry retire well and realize the most they can with the resources they have. Whether you work for Southwest Airlines or United Airlines, Express Jet, or Mesa Airlines the team at Allied Wealth has the expertise to see you to and through your golden years.
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Business Owners
We work with successful business owners and executives to go beyond typical investment planning. We provide the collective perspective of a team, rather than just one individual’s advice, in helping achieve your goals. Your team will be led by experienced wealth managers who will coordinate with other professionals in evaluating all aspects of your finances—including tax professionals, disability and life insurance specialists, estate attorneys, risk management specialists, etc… Because we were founded to help successful families achieve all that is important to them, we strive to work with professionals who also have expertise in their related fields.
Affluent Families
Life is a complex variable; it is crucial that your financial planning be versatile because change is inevitable. Your circumstances, priorities, and goals will change as life progresses. We partner with a professional network of experts in the fields of tax, legal, and risk management to ensure your family’s plan is tailored and able to adapt to those changes.
As you change and grow, the environment of your money fluctuates—the stock market, taxes, and estate laws change. We make it our mission to understand and support your goals and help you create a wealth management plan that can adjust to your needs. With a CFO approach to your wealth and legacy planning, we exercise years of experience and expertise in the industry to help accomplish your goals.