Retirement Empowerment for employees of Collins Aerospace
Testimonials are by clients of AdviceOne Advisory Services, LLC. Clients have not been paid for their testimonials. AdviceOne Advisory Services, LLC is not affiliated with Collins Aerospace. Testimonials are not endorsed by Collins Aerospace.
Michele Lewis, retired Executive,
Global Reach Program, Collins Aerospace
Mike Folsom, retired,
Applied Research and Technology, Collins Aerospace
The expertise and guidance shown by Dani Francini and her Client Liaison team has provided us with a significant level of confidence that we are on the right track with our retirement planning and overall financial success.
Carlos Henriques worked with us to start considering the lifestyle we want to have in retirement and the finances necessary to support that lifestyle.
It is extremely helpful that Tim Miller understands the RTX retirement system and is able to walk us through our Gateway to make strategic changes.
Particularly reassuring to us is the knowledge Carlos Henriques has with RTX financial benefits. He is extremely knowledgeable and is very patient with allowing us to make the correct decision about our financial future.
Carlos Henriques genuinely cares about me and my family. He has been great at explaining what is involved and what options are available. With his help, I feel prepared for my future in retirement.
The true gift we have received is not just the comfort of a solid financial plan, but also the precious time reclaimed for our family. Mission accomplished!
Upcoming Dates:
- Thursday, October 15, 2026 - 12-1:30pm ET
- Monday, October 19, 2026 - 5-6:30pm ET
- Thursday, November 12, 2026 - 5-6:30pm ET
- Thursday, November 12, 2026 - 7-8:30pm ET
Topics Include:
- Why having money in Roth is crucial for a six-figure-income retirement
- Matching Asset Allocation directly to your spending needs
- Our collaborative process for retirement planning
- How to plan to spend more while young in retirement
- An opportunity to ask questions of a fiduciary
To register, please click the following link.
You will be prompted to create an account so that you can register for our upcoming Retirement Empowerment Webinar.
Workshop neither sponsored nor endorsed by Collins Aerospace. Workshop sponsored by AdviceOne Advisory Services, LLC.
Experience The AdviceOne Difference Collaboration. Expertise. Transparency.
- You will choose whether to incorporate future-based tax strategies for the ESOP.
- You will decide on an Asset Allocation suited to your actual retirement plan.
- You will select your ideal ratio of IRA to Roth IRA assets matched to your unique retirement plan.
Finally, you’ll get the candid advice you deserve.