At Petrochem Retirement Advisors, we formed our firm with the desire to assist petrochemical workers and their families to prepare for and successfully transition into retirement. Our primary goal is to help clients establish a dependable stream of income that last their lifetimes. As a family firm with deep roots in Texas, we enjoy serving the petrochemical workforce across Southeast Texas.
Over the years, we’ve witnessed a shift in the industry. Rather than addressing a client’s personal needs, it seems that many advisors are concerned with making sales or fitting clients into a model portfolio. However, no two people are the same. We believe that financial and investment strategies should reflect a client's unique situation and individual goals
As an independent firm, we don’t have quotas to meet or specific products to sell. Instead, we offer personalized service and develop strategies based on a client’s specific needs and tax concerns. With the support of LPL Financial, we have access to up-to-date research, resources, and tools.
We strive to address clients’ needs in a transparent and practical manner. We take the time to get to know each client on a personal level with the goal of building long-lasting, meaningful relationships.
