Willis Johnson & Associates

We are a fee-only fiduciary financial planning firm that helps corporate professionals and executives, especially those employed at Shell, Chevron, and BP, simplify their complex financial lives. Our advisors provide consultative guidance, education, and implementation so you have confidence in where you are going. We offer holistic financial planning, as well as in-house tax preparation, to ensure that our clients and their families are empowered to make the best decisions to reach their goals each and every day. In response to the overwhelming need for trustworthy financial guidance for energy professionals, our team has developed specialized expertise in: - Compensation packages & benefits for energy professionals, including pensions, LTIPs, 401(k) planning, and deferred compensation options - Tax preparation, planning, and filing for corporate professionals at every stage in their career to minimize taxes over their lifetime - Stock compensation structures, diversification s...