Alexis Long, MBA, CFP®

Alexis Long, MBA, CFP®
DIRECTOR OF WEALTH MANAGEMENT
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Recent Posts

Shell Retirement Planning & Essential Mistakes to Avoid

After a long career at Shell, several imperative considerations and decisions about your benefits, savings, and investments impact what’s available to you in retirement and what you'll face in taxes....
August 05, 2022

Shell Retirement Planning & Essential Mistakes to Avoid

August 05, 2022

4 Ways to Invest Your Chevron Incentive Plan (CIP)

April 29, 2022

How to Pick Your Retirement Date to Optimize Your Chevron Pension

April 07, 2022

How to Maximize Savings Using Your Shell Retirement Benefits

February 16, 2022

401(k) Contribution Limits & How to Max Out the Shell Provident Fund

December 07, 2021

3 Rules You Should Know About How an HSA Works

December 01, 2021