ConocoPhillips and Phillips 66 Employees

Since 1998, financial advisors Greg Evans (MS, MBA, CFP®, CPWA®, RMA® ) and Stephen “Moe” Allain (MBA, CPWA®, AAMS®, RMA®) have helped people with ConocoPhillips and Phillips 66 make appropriate investment and retirement planning decisions. Their depth of knowledge helps them to understand the problems and challenges that ConocoPhillips and Phillips 66 employees face as they plan their financial future.

We help employees and retirees make decisions in regard to the following and more:

• ConocoPhillips Savings Plan (CPSP)
• ConocoPhillips Pension Plan (CPPP)
• Phillips 66 Savings Plan (P66SP)
• Phillips 66 Pension Plan (P66PP)
• VCIP
• Restricted Share Units (RSUs)
• Performance Share Program (PSP)
• Key Employee Supplemental Retirement Plan (KESRP)
• Key Employee Deferred Compensation Plan (KEDCP)
• Targeted Variable Long Term Incentive Plan (TVLTI)

 Additionally, we help clients understand the advantages of utilizing the Net Unrealized Appreciation (NUA) tax strategy upon the distribution of their respective savings plans. We also assist and guide retirees ages 55 to 59 ½ in building a financial bridge utilizing the company savings plan from which one takes distributions for living expenses prior to age 59 ½ and avoid the 10% early withdrawal tax penalty. We have always been guided by the golden rule – treat our clients the way we’d want to be treated. We are committed to tying your financial objectives and needs directly to your life goals. That simple fact is at the center of everything we do. We believe that we must understand your total financial needs in order to help you achieve your life goals. Most important, we believe that integrity and objectivity are essential to our relationship. We are committed to a relationship you can trust.

 Baird is not endorsed by or affiliated with ConocoPhillips or Phillips 66.

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