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HP Network Current and Past Employees

HP Acquisitions and Spin-offs

Current and past employees of the network of companies related to HP commonly have questions about the following:

  • What is the HP Retirement Plan and what are my options with it when I retire?
  • What is the HP Deferred Profit Sharing Plan and what are my options with it when I retire?
  • I received shares of the original Hewlett-Packard Company when the shares were held at Compushare and in physical shares and I have no idea what the cost basis is for these shares.  What do I do now?
  • I just received a severance package from one of these companies and I do not know if I should take it or not.

We have helped many of our current clients work through these issues and we can help you too!

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Come to Our Events on Financial Areas of Interest

May 13, 2020 - Six Estate Planning Pitfalls to Avoid

June 17, 2020 - The U.S. Economy in 2020 – Boom or Bust?

September 16, 2020 - What you need to know about Long Term Care and Medicare

See Upcoming Events and our Blog for other articles of interest.

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Client Journeys

A single man worked for Hewlett-Packard for decades. He referred many of his friends to us. Living in Silicon Valley, he had a house with a high market value, but his financial plan showed he did not have enough assets to pay his expenses throughout retirement. His financial advisor guided him through the process of identifying a new, lower cost area to live, selling his home and investing the proceeds to fund the remainder of his retirement.

He found a new community to live in that he loves, and his financial plan shows he has plenty of money to do the things he wants to do. Having a financial advisor helps him not to worry because his advisor is there to help him. His financial house is in order, his debts are paid off, his emergency reserves are in place, his beneficiaries are current, he is enjoying his retirement free from worry.

A client lives in Silicon Valley, is married and worked at Hewlett-Packard. Over the last several decades, HP has had many voluntary severance programs. This client was offered and decided to take a severance package.

Their financial advisor guided them through the process of rolling over their retirement accounts, ensuring their financial plan included saving for college for their two children, as well as evaluating several offers for different jobs. At the request of the parents, when the kids became teenagers, their financial advisor taught the kids about money and investing. Their financial plan shows they are on track and they plan to retire in the next 5 years.

We Are Part of the HP Company Legacy. We can Help You as a Current or Past Employee Too

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The stories provided are representative of client experiences to illustrate the services provided by Financial Journey Partners. These stories do not reflect specific opinions or endorsements of any clients and should not be interpreted as such.