Industrial Retiree Practice
Exceptional Service. Unparalleled Expertise.
Individualized, strategic planning for ExxonMobil legacy employees
“Strength lies in differences, not similarities.” —Stephen Covey
At Apriem, we deliver customized, personal service over and above what large corporate firms can offer. For example, our Refinery Retiree Practice, established more than ten years ago by Wealth Manager Landon Yoshida, focuses exclusively on current or soon-to-be retirees from ExxonMobil’s Torrance Refinery. Landon’s deep knowledge of ExxonMobil’s benefit offerings allows him to help his clients:
- Determine if they are able to safely retire with the savings they’ve accumulated over their lifetime
- Secure the best benefits mix based on their ExxonMobil pension, healthcare, life insurance, and other benefits including social security and Medicare as they prepare for retirement
- Reduce their tax liability by evaluating various tax strategies, such as Net Unrealized Appreciation (NUA)
Call Landon today at 949.253.8888 to start the conversation, or provide your info in the Contact Us page to schedule an in-depth meeting to see if working with Landon makes sense for you and your family.
Personalized Service from a Trusted Advisor
landon Landon Yoshida, CRPC®
Over the past ten years, Landon and his Refinery Retiree Practice team have provided expert counsel to more than 60 families in seven states with ties to the Torrance refinery (now Torrance Refining Company). With nearly 20 years experience in the financial services industry, Landon focuses on making personal relationships with his clients a top priority.
“Many of my clients have worked at the Torrance Refinery their entire careers, dating back prior to the merger of Mobil Oil and Exxon. I’ve been honored to attend their retirement parties, children’s weddings and other personal celebrations.”
> read full bio