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Preserve Your Financial Future with a Chevron-Specific Financial Plan
Guiding Chevron Employees from Pre-Retirement to Retirement with a Comprehensive, Holistic Financial Overview
Invest In Your
Our Promise to You
At Gateway Financial Partners, the multi-generational Milam Team specializes in helping Chevron employees like you pursue financial confidence and freedom. With over 85 client families representing more than 70% of our clients working at Chevron, we know the ins and outs of the retirement plans and benefits. We offer a complimentary, comprehensive financial review for Chevron employees that’s specifically designed to uncover and address your unique financial needs—no matter where you are in your career.
How You Benefit from Working with Us
Tailored Strategies for Every Stage of Your Career
Building & Planning
Preparation & Strategizing
Finalizing and Refining
Building & Planning
For employees focused on planning for a distant yet attainable retirement.
Let’s aim to maximize your potential and plan for retirement:
- Retirement Planning: Learn how to set yourself up for a Successful and potentially early retirement by maximizing your Chevron 401(k) and building after-tax wealth.
- Debt Management: Get a clear plan to manage and eliminate debt, so you can focus on your financial future.
- Budgeting and Cash Flow: Optimize your budget to ensure you’re saving effectively while enjoying your current lifestyle.
Preparation & Strategizing
For employees within 5 years of retirement, honing in on key decisions and final steps before retiring.
Help ensure a smooth transition into retirement
- Relocation Planning: Decide whether to stay or move, with expert guidance on how your financial decisions will impact your retirement.
- Debt Elimination: Receive strategies to pay off any remaining debt, setting you up for a debt-free retirement.
- Health Insurance and Benefits: Understand your Chevron health insurance options and ensure you’re prepared for the future.
Finalizing and Refining
For employees 1-2 years from retirement, finalizing details and ensuring all is in place for a smooth transition.
Make the most of your retirement with informed decisions
- 401(k) and Pension Options: Get a detailed analysis of your Chevron retirement options and make informed decisions on withdrawals and rollovers.
- Tax Planning: Learn how to minimize taxes and make the most of your qualified money in retirement.
- Estate Planning: Partnering with qualified professionals, we help to ensure your wealth is preserved and transferred according to your wishes through wills and trusts.
Introducing Our Multi-Generational Family Team
At Gateway Financial Partners, we’re a family dedicated to helping you pursue your financial goals through personalized guidance, unwavering support, and a commitment to treating your financial journey with the same care and attention we give to our own. Your success is our priority, and we’re here to walk alongside you every step of the way. With decades of combined experience and a commitment to building long-term relationships, we work together to provide you with the highest level of service. Meet the Milam family:
Melanie D. Milam, CPA®, CKA®
Financial Advisor
Melanie brings over 30 years of tax experience as a CPA and 20+ years of experience as a Financial Advisor. A graduate of Howard Payne University with a degree in accounting, she became a Certified Kingdom Advisor® in 2020. Melanie is passionate about helping clients become wise stewards of their financial resources. Her work focuses on building long-term relationships, providing career transition assistance, and delivering exceptional service.
Jacob D. Milam
Financial Advisor
Jacob has been serving our clients for years, building tailored investment plans and insurance selections with his securities and insurance licenses. He graduated from the Cox School of Business at Southern Methodist University with a degree in Business Management. He began his career with Oracle, spending years with their management program before joining the family team. Jacob’s passion lies in personal finance, where he finds fulfillment in coaching others to success. His business acumen, combined with his passion for serving, makes him an advisor capable of helping clients realize their full financial potential.
Joel W. Milam
Licensed Administrative Assistant
Joel holds a degree in Petroleum Engineering from the University of Texas – Permian Basin and has been with Gateway Financial since 2016. As a Licensed Administrative Assistant, Joel provides essential technical and administrative support to our team, including notary services. His background in petroleum engineering enhances his ability to interact with our oil and gas clients. Joel is also securities and insurance licensed.
FAQ's
Can I retire early?
Our team will help you analyze your financial situation and Chevron benefits to determine if early retirement is feasible and how to execute the plan.
What are my Chevron pension & 401(K) options?
You’ll receive a personalized breakdown of your pension and 401(k) options, along with the best strategies for withdrawals.
Do I have enough to retire?
Our comprehensive planning will give you a clear picture of your financial standing and what adjustments, if any, are needed to ensure a comfortable retirement.
Contact Us
Ready to Take the Next Steps?
Don’t leave your retirement to chance. With our specialized knowledge of Chevron’s retirement system and our commitment to your financial success, we’re here to help you every step of the way. Reach out today to start planning your retirement with the Milam Team.
Gateway Financial Partners is not affiliated with Chevron.
Gateway Financial Partners
4305 N. Garfield Street Ste. 260
Midland, TX 79705
432-689-9600
mmilam@mygfpartner.com
