Who we serve
Alaska Oil Workers
Putting a Plan Behind Your Hard Work
Whether you live in Alaska or commute from outside of Alaska to the North Slope, we’re here to help manage financial challenges that arise from your work as a mechanic, operator or any other occupation associated with Alaska’s oil industry.
How We Help
Your time away from loved ones is something we want to give back to you.
Personalized Early Retirement Strategies
Many Alaska oil workers would like to retire around the age of 55. But with most of their assets tied up in retirement plans, that can be a problem. We help develop a way to shift assets toward a Bridge to Early Retirement Strategy so you can start thinking about early retirement and getting time back to focus on what’s most important to you and your family.
Exploring the Bridge to Early Retirement Strategy
If retiring early is a goal of yours, our financial advisors utilize a Bridge to Early Retirement Strategy and focus on options to create cash flow before you can tap into your retirement savings at age 59½. Together we can explore income-producing strategies to bridge the gap so retiring early is not only a goal, but a reality.
Tax Planning
Our financial advisors are here to help you maximize your retirement income through achieving the best possible tax rates. We implement strategies today that’ll pay dividends during retirement by guiding you through your retirement plan options as well as utilizing growth strategies and backdoor Roths.
Bucket Cash Flow Planning
Our retirement planners want you to receive monthly retirement paychecks so you and your family don’t see a disruption in your cash flow. We use bucket strategies to place your assets in safe, moderate, and high-growth buckets so we can protect you in a down market, but also help you take advantage of an up market.
Solutions for a better quality of life
Tailored financial planning for Alaska oil workers
Bridge to Early Retirement Strategy 
Investment Management 
Estate Planning How this service can help you
Our financial advisors want to give Alaska oil workers financial independence by age 55, so if you decide to retire early, you can get back some of the time you sacrificed while you worked up North.
Our Bridge to Early Retirement Strategy helps bridge the income gap for the years you’d like to retire early (before age 59½) and during the time your retirement plans are accessible without penalties. We’ll help you create a bucket of income to help supplement your cash flow during your retirement transition.
How this service can help you
Investment strategies can be complex with many moving parts. Knowing when to act and when not to act is one of the most important aspects of managing an investment portfolio. Our investment managers provide proactive and disciplined investment management to help you capture market returns over the course of your lifetime.
How this service can help you
Our financial advisors see all too often that people are their own worst enemy when it comes to estate planning. How? By simply not planning for it.
We work to put the appropriate planning in place in case of an event so the transfer of assets is seamless for you and the next generation.
SUCCESS STORIES
Addressing the unique challenges of oil workers
Retiring Early? Maybe or Maybe Not…
As a mechanic on the Alaskan oil rigs for ConocoPhillips, our client was doing a great job saving for retirement but didn’t realize he was putting all his cash into his 401(k). After we met and told him he wouldn’t be able to use those 401(k) funds in his early 50s without incurring penalties, we decided to shift some of his funds to our Bridge to Early Retirement Strategy. Our expert financial advisors began the process of bridging that gap so he would have income between his early retirement and age 59½. Now he is ahead of schedule and may consider retiring a year earlier than expected!
Partner with us
to maximize your returns.
We understand Alaska oil workers’ income and retirement plans. Our financial advisors will help you prepare today for all the possibilities ahead.