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Retirement Management, Tailored To You

Introduction to Our EOM Process

Our Exclusive Methodology for Engineers, Operators, and Maintenance Employees in the Petrochemical Industry

As a frontline worker in the Petrochemical Industry, your journey towards retirement is unique. You deserve to work with someone who truly understands your industry. That’s where we come in. Our dedicated team has immersed itself in the specifics of your needs, and we’ve developed a specialized program we call the EOM process, designed to ensure Engineers, Operators, and Maintenance Employees in the Petrochemical Industry transition into retirement with an abundance of confidence.

Much like crafting a perfect gumbo, we assemble the essential ingredients. Our six-step process revolves around:

  1. Discovery
  2. Prioritization
  3. Thorough Analysis
  4. Crafting the Blueprint
  5. Implementation
  6. Continuous Vigilance
Ready to learn more?

Meet Our Team

Candie Whatley

Candie Whatley

Sales Associate

Todd Cline, CFP®

Todd Cline, CFP®

Senior Business Consultant Cetera Financial Group

Jim Guilfoil, CFP®

Jim Guilfoil, CFP®

Senior Business Consultant Cetera Financial Group

Strategic Partners

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