Financial Planning for Oil Company Executives and Employees
At Charpentier Wealth Strategies we work very closely with many oil company executives, managers and employees in Bakersfield, providing you with very detailed comprehensive plans to help you achieve your financial goals. We utilize strategies such as Net Unrealized Appreciation (NUA) to reduce futureincome taxes on retirement plan and deferred compensation plan assets, potentially resulting in significant tax reduction. In addition, we can determine your existing estate tax liability and design a plan to minimize your potential estate taxes, now as well as 30 years in the future.
We analyze your investments/holdings and develop an overall asset allocation model based on your risk tolerance, income needs, taxes, time horizon, concentrated stock positions, etc. We analyze your employee stock option grants with respect to factors like systematic exercising, tax implications, hold vs. sell, cashless exercise vs. cash purchase, hold vs. borrow to purchase, hold vs. sell to cover and selling covered calls strategies.
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We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: California, Colorado, Ohio and Wisconsin
California Insurance License #0763281
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.