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Heisten Financial

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How we serve

Oil Workers

Oil Workers in Alaska

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 oil work.

How we can help you

Regain time away from loved ones

Saving Rate
Personalized Early Retirement Strategies

Many career 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 towards a bridge strategy so you can start thinking about early retirement and getting time back to focus on what’s most important to you and your families.

Retirement Plan
Exploring The Bridge Strategy

If retiring early is a goal of yours we like to utilize our bridge strategy and focus on options to create cash flow before you can tap into your retirement savings prior to age 59 1/2 . We look at alternative solutions such as real estate investment properties / dollar cost averaging into low-cost investments this creating that bridge you need to supplement your income.

Asset Sale
Tax Planning

We’re here to help you maximize your retirement income through achieving the best possible tax rates. We implement strategies today that’ll pay in dividends during retirement by guiding you through your retirement plan options as well as utilizing growth strategies and backdoor Roths.

Cash Flow
Bucket Cash Flow Planning

Our goal is to provide you with 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

Reach your financial goals with tailored services

Financial Planning
Investment Management
Estate Planning
How this service can help you

Our Bridge Planning strategy helps fill the income gap for the years you’d like to retire early (before age 59 ½) and during the time your retirement plans are accessible with 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

Our focus is not on timing the movements of the market, but on crafting long-term plans to meet your goals. When it comes to investing, your chief enemy is likely yourself. Humans are biologically wired to be poor investors when it comes to our own money. Knowing when to act — and when not to act— is the most important aspect of managing an investment portfolio. A proactive, disciplined investment process is vital to ensuring you capture market returns over the course of your lifetime.

We believe that making decisions based on evidence rather than predictions will give you the best odds of success. Therefore, our focus is on building evidence-based portfolios and adopting environmentally and socially-conscious strategies for those who want them. Evidence-based portfolios are low-cost, diversified across the globe, and aim to capture market returns through the use of ETFs, index funds, and other broad-market mutual funds.

How this service can help you

We 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 make sure that we get the appropriate planning in place in case of an event. We want this process to be seamless for both you and the next generation as well as help manage your assets per your wishes.

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SUCCESS STORIES

Offshore Oil Rig Worker Prepare Tool And Equipment For Perforation Oil And Gas Well At Wellhead Platform. Making Up A Drill Pipe Connection. A View For Drill Pipe Connection From Between The Stands.

Retiring Early? Maybe or Maybe Not!

Our client was doing a great job saving for retirement but didn’t realize that he was putting all his cash into his 401K employer plan. After we met and told him he wouldn’t be able to use his 401K funds in their early 50’s without incurring penalties, we decided to shift some of his funds to our Bridge Planning strategy and started creating that gap that he would need before he had access to his company 401K plan. The client is ahead of schedule and may consider retiring a year earlier than expected.

Partner with us

Maximize your
return on life

We understand and can help oil workers prepare today for all the possibilities that lie ahead.

Start the conversation with us

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Get in touch with us
907.222.6270

3003 Minnesota Drive, ste 305 Anchorage, AK 99503

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*Heisten Financial LLC is a registered investment adviser with the SEC. Investing involves risk and you may incur a profit or loss regardless of the strategy selected. Sustainable/Socially Responsible Investing (SRI) considers qualitative environmental, social and corporate governance, also known as ESG criteria, which may be subjective in nature. There are additional risks associated with Sustainable/Socially Responsible Investing (SRI), including limited diversification and the potential for increased volatility. There is no guarantee that SRI products or strategies will produce returns similar to traditional investments. Because SRI criteria exclude certain securities/products for non-financial reasons, investors may forego some market opportunities available to those who do not use these criteria. Investors should consult their investment professional prior to making an investment decision.

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