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...
Jon and Missy Niemeyer, Executive,
Engineering, Pratt & Whitney
Chris and Maria Lehane,
Operations, Pratt & Whitney
Art Utay, retired, Operations, Pratt & Whitney
Janet Wade-Utay, retired, Quality, Pratt & Whitney
They were able to provide a thorough assessment of our status and goals for both our finances now and through retirement. The team is very knowledgeable, professional, and understanding of our needs.
My wife and I have been extremely pleased with the knowledge the AdviceOne Team has about UTC/RTX and our investments. The advisors all share the same values, which is understanding and supporting the current and future needs of their clients.
It’s all about quality, integrity and safety. That’s what AdviceOne represents to me.
Tim Miller and his team are focused on my individual plan for financial security and retirement and operating the ins and outs of the Executive stock options and compensation.
Carlos Henriques takes complex financial topics and breaks them down into easily understandable terms. He not only is a trusted resource for retirement planning but for all major life decisions as they relate to finance.
What we value most about working with Dani Francini is her reliability and follow through. She approaches every conversation prepared, listens carefully, and always ensures that recommendations are grounded in both data and long-term perspective.
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.