Retirement Empowerment for employees of Pratt & Whitney
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 Pratt & Whitney. Testimonials are not endorsed by Pratt & Whitney.
Listen to see what your valued colleagues have to say about us...
Graham and Teresa Webb, Executive,
Commercial Engines, Pratt & Whitney
Ed and Michele Otero,
Engineering, Pratt & Whitney
Jon and Missy Niemeyer, Executive,
Engineering, Pratt & Whitney
Carlos Henriques is knowledgeable, professional, personable, and calm in a sea of uncertainty. He not only is a trusted resource for retirement planning but for all major life decisions as they relate to finance. He has turned into a very trusted member of our extended family.
Carlos Henriques has provided us with the peace of mind that comes with a well-understood and well-executed strategy. We now understand exactly when we can retire.
AdviceOne was instrumental in helping us to achieve our financial goals and a quality of life better than we could have imagined.
You won’t find a better group of people to work with before or during retirement.
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 Pratt & Whitney. 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.