For participants in the Chevron Employee Savings Investment Plan.
February 21, 2011

When you find yourself scratching your head and wishing for expert financial advice, ask a Certified Financial Planner™ professional from Vanguard. You get quick ó in most cases, immediate ó responses to your personal finance questions. Whatís more, as a participant in the Chevron Employee Savings Investment Plan (ESIP), your access to CFP professionals from Vanguard is complimentary.

How the Process Works

Simply call Vanguard with your questions about investments, taxes, planning and estate concerns. Youíre connected with a CFP professional who can help you address such financial issues as:

  • Am I invested appropriately for my needs?
  • How can I save for college?
  • How can I get out from under my credit card debt?
  • When should I begin taking Social Security?
  • Do I need an estate plan?
  • How can I minimize taxes?

A phone call to a CFP professional can provide you with quick responses to specific questions. Itís not a substitute for a comprehensive financial plan. However, the CFP professional you talk with can help determine whether a complete financial plan might be right for you. If you decide you want a financial plan, your CFP professional can help you get started.

Make Your Connection

Call Vanguard to speak with financial planner. Depending on CFP professional availability, you may be asked to schedule an appointment. To receive advice, you will need web access to sign a consent form.

  • 1-888-825-5247, option 1 (Toll-free inside the U.S.)
  • 610-669-8595, option 1 (Outside the U.S.)