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.

    Contact:
    Nick Stenger, Financial Advisor
    William Bailey, Senior Client Associate

    Phone: (630) 912-8435
    Email: william.bailey@stengerfamilyoffice.com

    Learn more

  • 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.

    Contact:
    Bond Roth, Financial Advisor
    Sam Hardy, Sales Associate

    Phone: (630) 912-8436
    Email: sam.hardy@stengerfamilyoffice.com

    Learn more

  • 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.

    Contact:
    Bond Roth, Financial Advisor
    Sam Hardy, Sales Associate

    Phone: (630) 912-8436
    Email: sam.hardy@stengerfamilyoffice.com

    Learn more

  • 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.

    Contact:
    Nick Stenger, Financial Advisor
    William Bailey, Senior Client Associate

    Phone: (630) 912-8435
    Email: william.bailey@stengerfamilyoffice.com

    Learn more

  • 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.

    Contact:
    Nick Stenger, Financial Advisor
    Audrey Feldpausch, Financial Advisor

    Phone: (630) 912-8295
    Email: Audrey.Feldpausch@stengerfamilyoffice.com

    Learn more

  • Honeywell

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

    Contact:
    Bond Roth, Financial Advisor
    Zach Orange, Sales Associate

    Phone: (630) 912-8435
    Email: zach.orange@stengerfamilyoffice.com

    Learn more