Your industry has been under remarkable duress. You need help. As a high-earning executive in the energy, oil, and gas sector, your financial picture is layered with equity awards, cyclical income, and evolving benefit structures.
Successful business leaders like you are often frustrated by a lack of communication and attention to detail from their financial advisor. That’s why Avion Wealth exists. We develop a customized Wealth Confidence Plan™ and stay with you every step of the way, so you can focus on your expertise, confident that the details are being managed by the right team with the right advice.
We've studied and documented the retirement savings plans of Exxon, Anadarko, Chevron, Halliburton, Shell, and more.
Get clarity on managing expenses and benefits in times of uncertainty.
Objective advice when it matters most.
Know how and when to leverage COBRA, Retiree Medical, Relocation packages, and more.
We don’t miss the small details because it’s all important to your long-term plan.
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