How We Can Help

Do you have a financial plan in place? If not, it likely isn't because you haven't thought about your future. Often, people don't create a strategy because they don't know where to start. At PRA, we strive to solve this problem by working closely with clients and developing strategies that can grow with them over the years. We understand that each client has unique financial situations and goals. Rather than relying on a cookie-cutter approach, we dedicate time to creating customized strategies that align with each client's objectives.

Jack McGuff is a CPA, attorney and CERTIFIED FINANCIAL PLANNER™ Professional who combines his disciplines to offer a comprehensive approach to financial and retirement planning.  Jack works with employees in the petrochemical industry and their families as they prepare for one of life’s biggest transitions.  Our team can assist with the many questions surrounding retirement including:

• When is the right time to retire?
• When should I claim social security?
• Should I rollover my 401(k)?
• How can I minimize taxes during the retirement process?
• What are my healthcare options?

If these questions are important to you, please contact us today and let’s get started.

Petrochem Retirement Advisors and LPL do not provide legal or tax advice or services. Please consult your legal or tax advisor regarding your specific situation.