Executive Strategies for employees of Collins Aerospace

Upcoming Dates:

Thursday, October 15, 2026 - 5-6:15pm ET
Wednesday, November 4, 2026 - 7-8:15pm ET

Topics Include:

Making effective decisions regarding RSUs/PSUs
Why all executives should be utilizing the Mega backdoor Roth conversion
Incorporating future-based tax strategies for the ESOP
Designing your appropriate exit strategy for SARS
Taking advantage of the Compensation Deferral Plan, including company match/retirement contributions
Actually tying your Asset Allocation to your retirement plan
Customizing a plan for Roth matched exactly to your retirement tax strategy

To register, please click the following link.

You will be prompted to create an account so that you can register for our upcoming Executive Strategies Webinar.

Click Here to Register

Workshop neither sponsored nor endorsed by Collins Aerospace. Workshop sponsored by AdviceOne Advisory Services, LLC.

Our Planning Process Together we make better decisions.

Your career path has proven you can handle much more than the average person, but why do it on your own when you can collaborate with an experienced fiduciary? We’ve been assisting Collins Aerospace employees with their retirement decisions since 1991, applying a clear, logical perspective to each individual’s investment decisions. You dictate the pace of your planning while we reveal strategies within your 401(k) you didn’t even know existed.

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.

Barry Drager, Collins Aerospace

Carlos Henriques worked with us to start considering the lifestyle we want to have in retirement and the finances necessary to support that lifestyle.

Ian Webb, Collins Aerospace

We feel confident and at ease knowing that AdviceOne is helping us stay on track toward a secure and fulfilling retirement. Their professionalism, transparency, and personal touch truly set them apart.

Scott Thomson, Collins Aerospace

We greatly value their financial expertise, including a deep knowledge of UTC/RTX benefits and the complexities thereof.

Maggie Greenlee, Collins Aerospace

Tim’s knowledge and deep experience managing RTX executive level portfolios helped create a clear, personalized plan focused on debt management, savings, and investments so we can live life to the fullest now, but also confidently prepare for a life post-retirement.

Sara Kerr, Collins Aerospace

Tim Miller and the AdviceOne team are professional, responsive, and a pleasure to work with. We are very satisfied with the services and support we have received and feel confident we will realize our goals with continued guidance from AdviceOne.

Nan Bangs, Collins Aerospace

Tim Miller has been instrumental in helping us create a personalized financial retirement plan. It’s not just a financial business relationship - it is a partnership that I look forward to having through our retirement.

Stan Kottke, Collins Aerospace

Carlos Henriques and AdviceOne greatly impacted our lives for the nine years that we were clients. We truly appreciate sleeping better because of the plan we made with Carlos. Setting the plan removed the stress, frustration, and confusion of our long-term financial plan.

Stan is former client of AdviceOne Advisory Services, LLC. He has not been paid for his testimonial.

P.J. Titone, Collins Aerospace

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!

Lluis Garreta, Collins Aerospace

Tim Miller is honest and personable, plus he takes the time to listen, understand, and support our family's financial future and goals. We feel confident in the guidance we receive from him and appreciate his professionalism and expertise.