We work with people employed at and retiring from BP. We have developed an understanding of BP’s plans and have been able to help many employees with their retirement goals.
Our primary objective in working with clients has been to maximize the distributions offered by BP's benefit plans. Particular emphasis is placed upon analyzing distributions from their Pension Plan, 401k Plan, Excess Benefit Plans, Deferred Compensation Plan, and various stock incentive plans. We develop a retirement strategy based upon the client’s individual needs, then direct their distributions into an asset allocation model that supports the retirement strategy and is designed for stability, income, and growth.
The Atkinson Daley Group also works with Marathon and Shell employees.
Upon graduating from The University of Texas in 2003, Andrew immediately began his career as a Financial Advisor. Originally hired to A.G. Edwards, he valued his need for higher education within the industry and consequently earned the CERTIFIED FINANCIAL PLANNER™ certification in 2006 as well as the Certified Retirement Management Advisor® designation in 2019.
Away from the office, Andrew spends much of his free time with his wife of 10 years and his three daughters. In addition to spending quality time with his family, Andrew enjoys the outdoors and playing golf.
Alison joined Baird in 2006 upon graduation from Bradley University and has been at the firm ever since. She is a CERTIFIED FINANCIAL PLANNER™ and will begin working on her Masters of Financial Planning in the next year.
Away from the office, Alison spends most of her free time exercising, traveling, spending time with family and keeping up with current events.
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.