Financial Planning for Fortune 500 Employees

Financial planning | 401(K) investment advice | Tax preparation | Estate planning

Comprehensive Financial Advice for Fortune 500 Employees

The most common sentiment we hear from our retired clients is “I wish I had met you 20 years ago!” Some of the most important pieces of retirement planning happens years in advance, while still working. That’s why Stenger Family Office has built extensive capabilities and experience helping employees from a handful of Fortune 500 companies prepare for retirement well in advance. Our firm can also help with tax planning and preparation and estate planning including the creation of wills, trusts, powers of attorney and medical directives.

Companies We Work With

  • ExxonMobil

    Services include: Voya Savings Plan (401k), lump sum or annuity pension analysis, Net Unrealized Appreciation (NUA), Restricted Stock Units (RSUs), selling ExxonMobil (XOM) stock, healthcare planning.

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  • Chevron

    Services include: Fidelity Employee Savings Investment Plan (401k), lump sum or annuity pension analysis, Net Unrealized Appreciation (NUA), Restricted Stock Units (RSUs), selling Chevron (CVX) stock, healthcare planning.

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  • BP

    Services include: BP Employee Savings Plan (401k), lump sum or annuity pension analysis, Net Unrealized Appreciation (NUA), Restricted Stock Units (RSUs), selling BP stock, healthcare planning.

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  • Shell

    Services include: Shell Provident Plan (401k plan) advice, lump sum or annuity pension analysis, Net Unrealized Appreciation (NUA), Restricted Stock Units (RSUs), selling Shell stock, healthcare planning.

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  • ConocoPhillips

    Services include: COP Fidelity 401(K) plan advice, lump sum or annuity pension analysis, Net Unrealized Appreciation (NUA), Restricted Stock Units (RSUs), selling COP stock, healthcare planning.

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  • Honeywell

    Services include: Honeywell 401(K) Plan advice, lump sum or annuity pension analysis, selling Honeywell (HON) stock, healthcare planning.

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Stenger Family Office LLC is not affiliated with or endorsed by any of the companies mentioned above.