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A DIFFERENT APPROACH TO FINANCES - For Employees in the Energy Industry

Working in the crude oil, natural gas or coal industries can provide an opportunity that is hard to replicate in other industries. At the same time, there are risks. Our priority is helping employees take care of themselves and their families. We want to learn about your situation, identify your dreams and goals, and understand your risks.

Do you ever ask yourself the following?

New to the Industry

  • How do I reduce my monthly bills?

  • What company benefits are the most important to me?

  • How do I replace my old company benefits?

  • What should I do with my old 401k?

Tenured Employee

  • How do I save more money?

  • Do I contribute enough to my 401k?

  • What company benefits should I have?

  • Should I get more Life Insurance or LTD/STD?

Retiring from the Industry

  • How will I continue my healthcare in retirement?

  • Will my retirement savings cover my monthly needs?

  • What type of lifestyle do I want to maintain in retirement?

  • What option do I choose for my pension?

Helping those in the Energy Industry to Grown and Protect their Future