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

Your company name may change, but your financial plan doesn't have to.
Working with many employees in the Trona industry, we have become well versed on the great benefits many of the local companies offer. Our priority is helping those employees take care of themselves and their families. We want to learn more about their personal situation, identify their dreams and goals, and understand their tolerance for risk.

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 Trona Industry to Grown and Protect their Future