Willis Johnson & Associates

If you want unbiased financial expertise and guidance, our financial advisors have you covered. Learn why we may be right for you here: https://hubs.li/Q01gwpcT0

Are you unlocking the full potential of Shell's GESPP? Shell’s Global Employee Share Purchase Plan (GESPP) offers a unique opportunity to grow your wealth through discounted share purchases. But are you making the most of it? Here’s how to optimize your participation: ✔ 15% Discount: Invest in Shell shares at a reduced price. ✔ Diversification Matters: Avoid the risks of over-concentration by spreading your investments. ✔ Tax Smart: Learn the implications of holding or selling your shares to keep more of your hard-earned money. Don’t leave benefits on the table—start building a more secure financial future today. Explore the details here! 🔗 https://hubs.li/Q034KTxz0 #ShellEmployees #FinancialPlanning #GESPP #RetirementPlanning #InvestSmart

Saving for retirement doesn't have to be daunting. However, missed savings opportunities today can lead to significant setbacks in the future. Back by popular demand, we're hosting a free online event on Thursday, Feb. 6th at 12pm CT walking attendees through 5 savings strategies unique to Chevron employees that can help you save $85,550-$98,800 in tax-preferential accounts in 2025. 🖱️Interested in learning more? Get more details and register here: 🖱️https://hubs.li/Q033NlNT0

You’ve worked hard to build a career at Shell—2025 is the year to make your Shell benefits work for you. Join us for our upcoming online event, Shell Employees Can Save Over $70,000 In The Provident Fund in 2025, to discover how you can leverage your benefits this year to save more in tax-efficient vehicles. You can get more details and sign up here: https://lnkd.in/g-6vXiRg

Wondering what’s next for the markets in 2025? Join Willis Johnson & Associates for an in-depth Stock Market Update where our President & Chief Investment Officer, Nick Johnson, CFA®, CFP®, will break down: ✅ Market trends shaping the year ahead ✅ Strategies to navigate economic shifts ✅ Insights for building resilience in your portfolio This is your opportunity to stay informed and make confident financial decisions. Seats are limited—secure your spot today! Register Now: 🔗 https://hubs.li/Q033MTxC0 #StockMarket #FinancialPlanning #InvestmentStrategy #MarketTrends #WJAEvents

For busy BP professionals, saving for retirement often feels like just another daunting task. But missed opportunities today can lead to significant setbacks in the future. Back by popular demand, we're hosting a free online event on Thursday, Feb. 6th at 12pm CT walking attendees through 5 savings strategies unique to BP employees that can help you save $85,550-$98,800 in tax-preferential accounts in 2025. 🖱️Interested in learning more? Get more details and register here: 🖱️https://lnkd.in/e9tT-j7E

Receiving a severance package can feel overwhelming—especially when it comes to understanding how it impacts your financial future. For Shell employees, these packages often include a combination of lump-sum payments, benefits extensions, and other financial elements that require careful planning. Here are key considerations before you make any decisions: 💡 Tax Implications: Severance payments are taxed as income, and timing your payout strategically could reduce your tax burden. 💡 Benefit Continuation: Understand how COBRA coverage, retiree medical benefits, and life insurance extensions may apply. 💡 Long-Term Planning: This is the time to review your broader financial strategy. Will your severance impact your savings, investments, or retirement timeline? At WJA, we specialize in helping Shell professionals navigate these complexities with tailored advice to maximize their financial outcomes. Dive deeper into severance planning and ensure you’re making the best decision for your future: https://hubs.li/Q033qZpC0 #ShellSeverance #FinancialPlanning #WealthManagement

Being responsible for your family's financial future requires working smarter, not harder. Curious how you can save over $80,000 in 2025 to grow your family's long-term wealth using a few key strategies for Chevron professionals? Use the guide below for a quick overview, or join us on February 6th for a free online webinar where we'll walk you through these strategies step-by-step. Access the webinar details here: https://lnkd.in/greN8KMg

This week our team celebrated one of WJA’s first employees, Bob Lowerre, and his incredible milestone of 20 years of service! From the 2008 financial crisis to helping the firm cross the $1B AUM/AUA threshold, Bob has been a cornerstone for our Investment Committee and a key driver of the WJA culture we have today. We’re grateful for your resilience, camaraderie, and humor every step of the way for the last 20 years, Bob, and cheers to many more 🎉

😱Unsure about what’s ahead if you’re facing a severance package from BP? What if you could gain clarity on your financial plan, get a guide to structured savings strategies, and have a list of key topics to discuss with HR so you don’t leave money on the table? 📑 Our 4-step checklist breaks down everything you need to know about financial planning amidst severances at BP, both what’s available before your last day and the options you have moving forward. You can download it here: https://hubs.li/Q032nZ1L0