Comprehensive Personalized Services From a Single, Dedicated Firm

At Petrochem Retirement Advisors, we work with petrochemical workers and their families as they prepare for retirement. Wherever they may be in their life or career, many face similar concerns: they want to minimize their taxes and maximize their cash flow as they plan for their retirement. We strive to create a personalized and valuable financial plan that addresses a client’s immediate needs and long-term goals through our services.

Retirement Planning

Whether retirement is twenty years away or right on your doorstep, retirement planning is an ongoing process. 

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Investment Management

In creating a diversified investment portfolio tailored to their objectives, we seek to help clients receive the highest return rate with the level of risk they are comfortable taking. 

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Estate Planning

Preserving wealth and leaving a legacy to family and heirs in a tax-efficient manner can be complicated and confusing. 

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Tax Management

Tax management considers the tax implications of individual, investment, and business decisions, usually intending to minimize tax liability.

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Long-Term Care Planning

Most of us will need long-term care (LTC) at some point, and the costs can be steep. There are many kinds of LTC coverage out there.

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Social Security Planning

When planning for retirement, you have many decisions to make about what sources will generate your retirement income and when to access those sources. There is no one "best age" for everyone when it comes to claiming social security benefits.

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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.

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