Energy Executives
Linscomb Wealth specializes in helping executives and professionals in the energy industry. We help people like you make the most of your company benefits and manage the challenges so common in your industry.
Common challenges:
- You have your wealth concentrated in employer or industry holdings.
- You’re too busy focusing on your profession and life to find the time to get your finances organized.
- You want to make sure your lifestyle and future is not overly impacted by the next energy market downturn.
- You don’t have your estate planning complete.
- You want the best strategy for social security.
- You’d like to save more on taxes when possible.
- You wonder if you’re saving enough for retirement.
We’ll help you get organized and feel confident about your future.
Key Services:
- Comprehensive financial planning
- Investment management
- Tax-efficient investing
- Retirement planning
- Employee benefit and stock option analysis
- Education planning
- Estate planning
Learn more about how Linscomb Wealth can help you achieve your goals.