Petrochem Retirement Advisors

Petrochem Retirement Advisors is a financial advisory firm that works with petrochemical workers and their families as they prepare for retirement and move into it. Services cover retirement planning, investment management, estate planning, tax management, long-term care planning, and Social Security planning, with questions often centered on when to retire, when to claim Social Security, and what to do with a partial lump-sum pension option. The firm describes itself as a family firm with roots in Southeast Texas.

The firm is independent and says it has no sales quotas or specific products to sell. Prospective clients can request a free retirement review through the website, and the office is at 5208 Broadway in Pearland. The firm notes that it does not provide legal or tax advice, so clients are referred to their own legal or tax professionals for those matters.