Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma® Email and Phone Number
My colleagues and I at Baird Retirement Management provide dedicated retirement planning and investment services to oil & gas professionals in the Houston area. Our planning strategies are based on years of experience working with energy professionals, company-specific knowledge of retirement plans, and Baird’s industry leading research. Our unique focus allows us to give in-depth analysis customized to the retirement needs of employees at specific companies in Houston’s energy corridor.My team, The Ashcroft Pesek Group, works primarily with ExxonMobil retirees. Our focus in working with ExxonMobil retirees is to maximize the benefits they receive through the company’s various retirement programs and to create financial plans that provide sustainable income over the retiree’s lifetime. Specifically, we assist clients with distributions from the ExxonMobil Savings Plan, analyze pension options, and consult clients on net unrealized appreciation decisions. We also ensure that restricted awards, options, and executive compensation are addressed in our comprehensive financial planning process.Neither my team nor Baird Retirement Management are endorsed or affiliated with ExxonMobil Corporation.
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Financial AdvisorBaird Retirement Management Jun 2015 - PresentHouston, Texas, UsMy colleagues and I at Baird Retirement Management provide dedicated retirement planning and investment services to oil & gas professionals in the Houston area. Our planning strategies are based on years of experience working with energy professionals, company-specific knowledge of retirement plans, and Baird’s industry leading research. Our unique focus allows us to give in-depth analysis customized to the retirement needs of employees at specific companies in Houston’s energy corridor.
Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma® Education Details
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College For Financial PlanningPersonal Financial Planning -
Texas A&M UniversityGeneral
Frequently Asked Questions about Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma®
What company does Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma® work for?
Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma® works for Baird Retirement Management
What is Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma®'s role at the current company?
Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma®'s current role is Financial Advisor at Baird Retirement Management.
What schools did Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma® attend?
Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma® attended College For Financial Planning, Texas A&m University.
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