Petrochem Retirement Advisors was formed to assist petrochemical workers and their families prepare for and successfully transition into retirement. Our primary goal is to help clients establish a dependable stream of income that lasts their lifetime.
As a family firm with deep roots in our community, we enjoy serving the petrochemical workforce across Southeast Texas. Over the years, we’ve witnessed a shift in the financial industry. Rather than addressing a client’s personal needs, it seems that many advisors are concerned with making sales or fitting clients into a model portfolio. We know that everyone is unique, and we believe that financial and investment strategies should reflect a client's personal situation and individual goals.
As an independent firm, we don’t have quotas to meet or specific products to sell. Instead, we offer personalized service and customized strategies based on a client’s particular needs and tax concerns. With LPL Financial’s support, we can access current and state-of-the-art research, resources, and tools.
We strive to address clients’ needs transparently and practically. We take the time to get to know each client personally to build meaningful life-long relationships.
With objective advice, we put your needs first.