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Servicing Exxon
Mobil Downstream
Employees

William W. Barrow Group

Specialist in Exxon Mobil Downstream Employees

William Barrow utilizes decades of experience to focus on serving Exxon Mobil downstream retirees. Successful transition into retirement requires benefits knowledge, customized planning, along with reliable and sustainable retirement income strategy.

William Barrow also works with LyondellBasell employees.

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Our Advisors

William 1

William Barrow

CFP®

William Barrow is focused on serving Downstream ExxonMobil families as they prepare for and then live through retirement. Because of this focus over the last 30 years, CERTIFIED FINANCIAL PLANNER™ certification, and commitment to each client’s success, William is well qualified to serve retiring employees. Experience with the ExxonMobil benefits plans is incorporated into a comprehensive retirement overview. A customized investment program is developed which will serve income requirements in retirement. Great emphasis is given to making good decisions as retirement occurs and making investments that will function in both good and poor economic periods.

​Baird is not endorsed by or affiliated with Exxon Mobil.
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Interest Rate Summary

Subscribe to your monthly newsletter aims to track the interest rates that calculate the lump sum and give an estimate of how it might affect your retirement benefit. Interest rates can have a major impact on the size of your lump sum. Eg. If rates increase 1% across the board, it could lower your lump sum by almost 10% depending on your age and length of service.

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Sequence of Returns Presents Unique Risk for Retirees

If you were guaranteed an average rate of return of 7% over the next 30 years would you take it? The simple answer for most retire...

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Net Unrealized Appreciation

Many of our oil and gas retirees are faced with a decision regarding large company stock positions in their savings plans. One of ...

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