Helping Energy Sector Employees Maximize Their Benefits
Get the guidance you need to navigate retirement, Social Security, pension plans, severance packages, and Medicare with confidence.
For years, we’ve expertly guided employees from Chevron, BP, ExxonMobil, ConocoPhillips, Shell, and others through complex, irrevocable decisions about their financial futures, helping them align their benefits options with their visions for retirement, career transitions, and more.
Let us do the same for you.
Schedule a Complimentary Consultation
Keep More of What You’ve Earned
Specialized services for energy sector employees
Whether you’re retiring, facing a layoff, or considering a career change, our team of experts and highly tailored approach to wealth management will help you make the most of your benefits to secure your financial future.
| Pension payout analysis | Specialized NUA analysis | Supplemental incentives analysis | Executive benefit plan analysis |
| Roth conversion analysis | Cash flow planning | Tax-efficient analysis | In-house tax management |
| Estate and multi-generational planning | Social security maximization | Health insurance and Medicare guidance | Long-term care insurance guidance |
Meet Your Team
Put our three decades of expertise to work for you
Energy sector employees looking for a firm to guide them through specialized wealth planning choose Post Oak for our unbiased, transparent financial advice and fee-based fiduciary approach. We’re proud to deliver the highest level of expertise in a personalized, easy-to-work-with package.
On-Demand Webinar: Secure Your Financial Future with Confidence
Recent Chevron layoffs affected thousands of employees. If you were impacted, or you just want to learn more about transitioning from Chevron to retirement or another role, tune into our on-demand webinar for guidance about critical decisions from our team of experts.
[Watch Now]
Schedule Your Complimentary Consultation
Don’t leave your financial future to chance. Get expert guidance about the decisions that will have the biggest impact on you and your family for years to come. Click below to schedule a completely complimentary consultation with our team.