Executive Strategies for employees of Pratt & Whitney, Collins Aerospace, Otis, Carrier, and RTX

Experience the AdviceOne Difference Collaboration. Expertise. Transparency.

Throughout the financial planning process, we work collaboratively with you and your spouse to navigate the complex landscape of your executive benefits. We are not affiliated with Pratt & Whitney, Collins Aerospace, Otis, Carrier, or RTX in any way, but we understand every aspect of your Executive Compensation package from years of experience working with executives from each of these companies.

Finally, you’ll get the candid advice you deserve.

Topics Include:

  • Making effective decisions regarding RSUs/PSUs
  • Properly using deferred comp of salary and IC
  • Incorporating future-based tax strategies for the ESOP
  • Designing your appropriate exit strategy for SARS
  • Taking advantage of the Savings Restoration Plan and PPP
  • Actually tying your Asset Allocation to your retirement plan
  • Customizing a plan for Roth matched exactly to your retirement goal

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 Pratt & Whitney, Collins Aerospace, Otis, Carrier, and RTX 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.

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Stock Options and SARS for Engineers and Executives

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Workshop neither sponsored nor endorsed by Pratt & Whitney, Collins Aerospace, Otis, Carrier, Lockheed Martin, RTX. Workshop sponsored by AdviceOne Advisory Services, LLC.

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