Specialists in ConocoPhillips and Phillips 66 Benefit Plans
Since 1998, financial advisors Greg Evans (MS, MBA, CFP®, CPWA®) and Stephen “Moe” Allain (MBA, CPWA®, AAMS®) have helped people with ConocoPhillips and Phillips 66 make appropriate investment and retirement planning decisions. Their depth of knowledge helps them to understand the problems and challenges that ConocoPhillips and Phillips 66 employees face as they plan their financial future.
We help employees and retirees make decisions in regard to the following and more:
Additionally, we help clients understand the advantages of utilizing the Net Unrealized Appreciation (NUA) tax strategy upon the distribution of their respective savings plans. We also assist and guide retirees ages 55 to 59 ½ in building a financial bridge utilizing the company savings plan from which one takes distributions for living expenses prior to age 59 ½ and avoid the 10% early withdrawal tax penalty. We have always been guided by the golden rule – treat our clients the way we’d want to be treated. We are committed to tying your financial objectives and needs directly to your life goals. That simple fact is at the center of everything we do. We believe that we must understand your total financial needs in order to help you achieve your life goals. Most important, we believe that integrity and objectivity are essential to our relationship. We are committed to a relationship you can trust.
Greg is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Private Wealth Advisor, and Chartered Retirement Planning Counselor℠. Greg received his Master of Science degree in Financial Planning with a concentration in Retirement Planning from the College for Financial Planning, Denver, CO. He earned his MBA from the University of St. Thomas, Houston, TX with a concentration in Finance. He also holds an undergraduate business degree from Indiana University, Bloomington, IN. Greg has published articles on issues related to investing, retirement and estate planning. Greg began his career in the financial services industry in 1991.
Moe is a Certified Private Wealth Advisor® and an Accredited Asset Management Specialist℠ professional. Moe earned his MBA from Louisiana State University with a concentration in Finance. He also holds a Bachelor of Science degree from the University of Southwestern Louisiana. Both Greg and Moe have been named FIVE-STAR WEALTH MANAGERS in the state of Texas for multiple years.
Jerred is a CERTIFIED FINANCIAL PLANNER™ professional. Jerred received his Master of Science degree in Financial Planning from the College for Financial Planning, Denver, CO and also received his CPWA® designation in 2018. He also holds a Bachelor of Science degree from Texas A&M University, College Station, TX.
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