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debbie.charpentier@acordandfong.com
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Claudia worked as an engineer. She loved her job and did her best to juggle the demands of a high-powered career, motherhood, and marriage.

During her working years, Charpentier Wealth Strategies helped her understand the generous (but complicated) benefits that were offered by her husband's company and how to integrate them with the benefits of her own employer.

As the years passed, Claudia and her husband started talking about their retirement and decided that they would like to retire in their mid-fifties. But how could they make that happen? 

Here's How We Can Help

In this case, we would look at income planning strategies and coordinate the numerous accounts they had diligently worked to build.

As they approach their early fifties, we would build a plan for financial independence and should her industry specializing in Energy begin downsizing, she would be ready to accept a severance package. We would also look at other life changes, such as estate planning strategies as their children became more independent.

LET'S TALK ABOUT YOUR PLAN

Planning for Your Future

  • Retirement Planning
  • Investment Planning
  • Wealth Protection
  • Coordinating 401k, 403b, pension and deferred compensation plans to ensure tax efficiency and long term growth

Planning for Your Present

  • College Funding
  • Tax Reduction Strategies
  • Tax Planning for Oil & Gas Compensation
  • Addressing Stock Options, RSUs & Royalities
  • Optimizing Company Benefits

Planning for Your Legacy

  • Estate Planning Integration
  • Structuring wills, trusts and beneficiary designations to protect assets and ensure a smooth transfer to heirs

The Benefits of Hiring a Financial Planner

Financial planners offer invaluable expertise to help you navigate the complex world of money management. From setting realistic financial goals to crafting personalized strategies, we'll provide tailored advice for your unique needs and aspirations. Whether you're saving for retirement, planning for your children's education, or aiming for financial security, we can offer guidance and support along the way. You can make informed decisions, potentially optimize your investments, and ultimately work towards achieving your financial dreams.

Know Your Options


We'll help you make informed decisions about your finances and answer any questions you have along the way. From understanding employer benefits packages and tax implications of certain investments to making sure you're aware of any changes to tax laws that could impact you now and in the future, we'll always be available to address any concerns you might have and deal with any life changes you might experience. 

Accountability and Support


We all need a little accountability every once in a while, right? One of the greatest advantages of having a financial planner is having someone who holds you accountable for reaching your goals—and provides support when needed. Whether it’s encouragement during difficult times or advice about how best to handle an unexpected expense, having someone in your corner can make all the difference when it comes to staying motivated and focused on achieving success with your finances.