Clay Shooting for a Cause: Supporting Oilfield Helping Hands

By: Richard Saxon

Richard Saxon is President and Wealth Advisor at Saxon Financial Group, which became a fully independent RIA in 2021. With experience since 1983 and previous affiliations with Smith Barney, Merrill Lynch, and Raymond James, Richard specializes in investment management and asset allocation, creating simplified platforms for families with complex financial needs.

April 29, 2026

Members of our team had the opportunity to participate in and volunteer at the 23rd Annual OHH Spring Break Sporting Clays Tournament.

The Oilfield Helping Hands (OHH) organization plays a vital role in supporting oilfield workers and their families during times of financial hardship caused by unforeseen circumstances. By providing a safety net for those facing job loss, health challenges, or natural disasters, OHH makes a meaningful difference in countless lives.

In the Community - Oilfield Helping Hands (OHH) Event

We’re proud to support such an impactful organization and always appreciate the chance to give back alongside others who are committed to helping families in need.

Why the First Five Years of Retirement Matter More Than the Last Twenty

Early retirement decisions have an outsized impact on long-term financial success, especially for Oil & Gas professionals. The first few years set spending patterns, tax strategies, and investment outcomes that shape future stability. Thoughtful planning around income, withdrawals, and market risk can help create a smoother, more confident transition into lasting retirement.

Education Planning: Funding Your Children’s Future Without Sacrificing Your Retirement

Business Insurance Planning: Building Financial Security for Your Company

Business insurance planning helps identify key risks, match them with appropriate coverage, and connect that protection to long‑term business and personal financial goals. By regularly reviewing policies and addressing operational, liability, cyber, and people‑related exposures, owners keep their businesses better prepared for unexpected events.

How Withdrawal Strategies Can Help Reduce Taxes in Retirement

Most people focus on saving for retirement but overlook how withdrawals impact taxes. Each account—tax-free, tax-deferred, and taxable—is treated differently, and coordinating them strategically can minimize taxes and smooth income over time. Smart withdrawal planning isn’t about avoiding taxes but managing when and how you pay them for better long-term control.

Paint-by-Numbers: Q4 Market Commentary

A historic U.S. government shutdown created major gaps in official economic data, forcing investors to lean on private indicators and earnings reports to judge the economy. The result was an uneasy mix of solid headline growth and very weak consumer sentiment, with clear signs that higher- and lower-income households are experiencing very different conditions. Markets stayed volatile as Federal Reserve officials split over rate cuts and as heavy, debt-fueled investment in artificial intelligence raised questions about long‑term profitability and financial risk

Year-end Estate Planning Strategies

Year-end is the ideal time to review your estate plan and ensure your wishes, finances, and family priorities are protected. A thoughtful plan provides clarity, control, and peace of mind for the future. Schedule an estate plan review today to start the new year with confidence.

The Part of Estate Planning No One Talks About

Estate planning extends beyond wills and inheritances. It involves preparing for everyday financial decisions, organizing key documents, and ensuring someone can step in when needed—all especially relevant for Oil & Gas professionals managing multiple accounts, benefits, and assets.

Charitable Giving Strategies to Boost Your Financial Plan

Strategic, tax-smart generosity lets you support causes you care about while also strengthening your long-term financial plan. By choosing efficient methods such as bunching donations, using retirement accounts, and giving appreciated investments, you can often reduce taxes, manage portfolio risk, and build a lasting legacy without increasing your out-of-pocket cost.

Clay Shooting for a Cause: Supporting Oilfield Helping Hands

More posts