We are actively working with our clients who are affected by ROM (ESP, project alpha) or may be affected by other layoff projects in the future.

How do we help you to deal with "Left Standing" situation?

  • We actively work with you to see if retirement at this point is a viable option.
  • In the event, you are “Left Standing”, we offer our recommendation on what steps you need to take to reach your financial and retirement goals.
  • We evaluate your goals and educate you on your financial situation.

Schedule your complimentary 90-minute initial consultation today to find your options.


 

About ROM:

Resource Optimization Management (ROM) is an effort by Chevron to make organizational changes allowing employees to apply for open positions that would be of interest to them. Back in 2015 Chevron announced Project Alpha and the most recent layoff announcement is called ESP (Employee Selection Process).
While many of our existing clients have expressed concerns about their financial health if they are “Left Standing”, there are numerous new clients who have contacted us to help them figure out if they can retire now.
Read more about how we can help you understand your Chevron Employee Benefits.

To learn more about what Insight Wealth Strategies can do for you or your colleagues in San Ramon, Point Richmond, Irvine, Bakersfield or Houston, TX, please call us at (800) 318-7848, email us at [email protected] or fill out the request information form.

You can now follow us on LinkedIn.

Company retirement plans are subject to change. For specific plan information consult your human resource department.

Insight Wealth Strategies and Lincoln Financial Advisors Corp. are not affiliated with Chevron.