Planning to Retire from BP?
S&D Capital provides in-depth knowledge on the BP retirement and benefits package. We can work with you on addressing your questions related to health insurance costs and concerns, Fidelity 401k, and pension guidance.
BP Retirement Plan | Financial Advising
Looking for guidance on how to retire from BP? We can help you identify your retirement goals and the actions you will need to take to achieve them! S&D Capital specializes in investment advice as it relates to the BP retirement and benefits package, having worked with individuals from BP for over 15 years.
Developing a financial plan to meet your needs can be complex. We will help guide you in making these retirement decisions. We offer advice on identifying how much to put away in your 401K and how to allocate it, and we offer free retirement forecasting.
Contact
Brent E. Shimman
Brent began his career in the financial services industry in 2000. He co-founded S&D Capital in February 2006 to better serve the financial planning needs of individuals, families, and small businesses. Brent is a life-long resident of Oregon and takes great pride in making the community a better place for all.
Frank J. Dobnikar
Frank is a Certified Financial Planner™ professional beginning his career in the financial services industry in 2003. Frank's actively involved in a variety of boards and organizations and holds FINRA Series 7, 24, 63, and 66 securities licenses and multiple health and life insurance licenses.
Jason R. Repp
Jason began his career in the financial service industry in 2004. He joined S&D Capital in 2015 and specializes in investments, life and long term care insurance as well as Medicare insurance products.