Waters Financial Planning

We support ExxonMobil employees in all aspects of their financial planning. From optimizing your Voya 401(k) and pension options to managing RSUs and tax strategies, our expertise ensures you make informed decisions and maximize your benefits for a secure financial future.

Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, the SmartMethod, helps you pursue your financial independence. No two retirement plans, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture. And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.