Shell, Marathon, BASF & BP
For over 15 years, The Atkinson Daley Group has built ongoing relationships with pre-retirees and retirees in the oil and gas industry. We developed and refined a process to help transition individuals from work to retirement.
Our process benefits pre-retirees and retirees in the decisions they have to make. A short list of some common decisions are: a monthly pension or lump sum into IRA; a single life annuity, 50% or 100% pension; rollover the 401-k or leave it at employer; social security early or defer; deferred compensation over 5, 10 or 15 years; payoff loan on 401-k or default; severance pay options and life insurance options. Each client has their own investment objectives and we help them make decisions specifically designed to help them achieve those objectives. Our experience transitioning clients to retirement and our knowledge of the local corporate retirement plans eliminates the guesswork and makes sure there are no surprises.
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.
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