Retirement Analysis

With proper guidance your decision to retire can be made with confidence.

Retirement is one of the most important events in your life but planning for it can be difficult and complicated. Refinery Retirement specializes in simplifying this process and assisting employees working in the oil and gas industry as they prepare for retirement.  We have assisted hundreds of people successfully plan for their retirement and invite you to see what so many others have already experienced. Click here to contact us.

Employees of the oil and gas industry share many similarities when it comes to lifestyle and finances. Refinery Retirement specializes in understanding how to help you reach your goals, because we’ve done it for dozens of other families just like you!  Oil workers have been blessed with the ability to earn a strong income and provide for their families, but what happens when the regular paychecks end, and the retirement plan kicks in?  Will you be able to continue the lifestyle you’re used to?  The answer is simple … Yes!  If you plan for it! 

Financial Profile Questionnaire

By completing our simple financial questionnaire, you are taking the first step towards understanding and having the confidence that your decision to retire is one made with sound judgment and research.  Our analysis is completely free and objective, we do not offer or recommend specific investments but will coordinate with other professionals to ensure that your retirement plan represents your best interests.

Click here to download the Financial Profile Questionnaire.