Evans Allain Crumley Group

Helping People With ConocoPhillips and Phillips 66 Make Appropriate Investment and Retirement Planning Decisions Since 1998

Specialists in ConocoPhillips and Phillips 66 Employees

Since 1998, financial advisors Greg Evans (MS, CFP®, CPWA®, RMA® ) and Moe Allain (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:

Fidelity ConocoPhillips Savings Plan (CPSP)
Vanguard Phillips 66 Savings Plan (P66SP)
ConocoPhillips (Qualified) Pension Plan (RPC,PRIP,TPP,BRIPP,CBA)
Phillips 66 (Qualified) Pension Plan (PRIP, RPC, TPP, BRIPP, CBA)
Heritage Defined Benefit Pension Plans:
- The Retirement Plan of Conoco (RPC)
- The Phillips Retirement Income Plan (PRIP)
- The ConocoPhillips Cash Balance Account (CBA)
- The Tosco Pension Plan (TPP)
- Burling Resources Inc. Pension Plan (BRIPP)
Variable Cash Incentive Program(VCIP)
Restricted Stock Units (RSUs)
Performance Share Program (PSP)
Key Employee (Non-Qualified) Supplemental Retirement Plan (KESRP)
Key Employee Deferred Compensation Plan (KEDCP)
Targeted Variable Long Term Incentive Plan (TVLTI)
The ConocoPhillips Severance Pay Plan
Phillips 66 Severance Pay Plan
ConocoPhillips Deferred Compensation Programs (CPDCP)
Retiree Medical Account (RMA)
Health Savings Account (HSA)
COBRA, Pre-65 Retiree Medical, Post-65 Retiree Medical

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.

ConocoPhillips Employees

Phillips 66 Employees

Dupont Employees