We work with people employed at and retiring from BP. We have developed an understanding of BP’s plans and have been able to help many employees with their retirement goals.
Our primary objective in working with clients has been to maximize the distributions offered by BP's benefit plans. Particular emphasis is placed upon analyzing distributions from their Pension Plan, 401k Plan, Excess Benefit Plans, Deferred Compensation Plan, and various stock incentive plans. We develop a retirement strategy based upon the client’s individual needs, then direct their distributions into an asset allocation model that supports the retirement strategy and is designed for stability, income, and growth.
Orlando graduated from The University of Texas in 1975 and began his financial career upon joining Deloitte & Touche LLP in Houston where he audited both large and small publicly traded companies over a four year tenure. He then joined American General Corporation in Houston, where he enjoyed a 15year career, initially as Corporate Controller and later as Chief Financial Officer of the Investment Division.
Orlando continued his financial career when joined A.G. Edwards in 1999, and in 2002 he earned his CERTIFIED FINANCIAL PLANNER™ certification.
Away from the office, Orlando spends his free time with his three sons and their families, along with his two Chocolate Labradors Chevy and Max. He enjoys cycling, gardening, traveling, and playing 42 dominoes.
While his three sons were in the Boy Scouts organization, Orlando served in their troop in several capacities, but he appreciates most his role as Eagle Advisor through which, with the help of many parents and the other dedicated troop adult leaders, he played a part in helping over ninety scouts achieve the rank of Eagle.
Upon graduating from The University of Texas in 2003, Andrew immediately began his career as a Financial Advisor. Originally hired to A.G. Edwards, he valued his need for higher education within the industry and consequently earned the CERTIFIED FINANCIAL PLANNER™ certification in 2006.
Away from the office, Andrew spends much of his free time with his wife of 10 years and his three daughters. In addition to spending quality time with his family, Andrew enjoys the outdoors and playing golf.
Subscribe to your monthly newsletter aims to track the interest rates that calculate the lump sum and give an estimate of how it might affect your retirement benefit. Interest rates can have a major impact on the size of your lump sum. Eg. If rates increase 1% across the board, it could lower your lump sum by almost 10% depending on your age and length of service.