How we serve
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.
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.”