Alexis Long, MBA, CFP®

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

4 ways to reduce tax bracket in high income year

6 Strategies to Reduce Taxable Income for High-Earners

It's an old adage, but one that especially rings true as we gear up for tax season: if you fail to plan, you plan to fail. Tax planning is a crucial component of any comprehensive financial plan and...
April 20, 2026

How to Choose your Chevron Retirement Date

April 08, 2026

4 Ways to Invest Your Chevron Incentive Plan (CIP)

March 06, 2026

What to Consider Before Accepting a Severance Package From Shell

January 21, 2026

80 Point & APF: What’s the Difference Between the Shell Pensions

January 21, 2026

Asset Allocation: The Key Component For Your Investment Strategy

January 21, 2026

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

November 13, 2025

Navigating Shell Disability Insurance Coverage During Open Enrollment

October 14, 2025