The financial advisor team that specializes in supporting BP employees is:
The Atkinson Daley Group
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.
