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
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.
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.
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.
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.
SUCCESS STORIES
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.