Alexis Long, MBA, CFP®

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

What is Your Shell Pension Plan Really Worth? Here’s How to Calculate It.

Shell pension plans provide supplemental retirement income for all Shell employees. To incorporate these income sources into your retirement planning, you’ll need a good understanding of the...
April 23, 2026

How to Find the Right Financial Advisor for You

September 02, 2020

How is Saving for College Different for High Income Families?

September 13, 2019