Retirement Empowerment for employees of former UTC
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 former UTC. Testimonials are not endorsed by former UTC.
Jon Martin, Executive
Legal, former UTC
Ed and Michele Otero,
Engineering, Pratt & Whitney
Graham and Teresa Webb, Executive,
Commercial Engines, Pratt & Whitney
Chris and Maria Lehane,
Operations, Pratt & Whitney
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.
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.
We greatly value their financial expertise, including a deep knowledge of UTC/RTX benefits and the complexities thereof.
From our first meeting, we felt a high level of transparency and trust. While they provide expert advice and clearly lay out all the options, we always feel empowered to make the final decision. In addition, their focus on tax strategies has been a game-changer.
From our very first meeting, we have appreciated their transparent and personable approach as we navigate the details of our plan.
By forming a relationship with them well in advance of a planned retirement date, the periodic check-ins have allowed us to make sure we are keeping on track with our long-term financial goals.
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 former UTC. 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.