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...
Bill Hastings, retired, Engine Design & Systems Integration, Pratt & Whitney
Joanne Hastings, retired, Commercial Engines, Pratt & Whitney
Laurie Prentice, retired,
Operations, Pratt & Whitney
Art Utay, retired, Operations, Pratt & Whitney
Janet Wade-Utay, retired, Quality, Pratt & Whitney
Michele Burnat, retired Executive,
Operations, Pratt & Whitney
Tim Miller provides the required financial advice to live for today but also make the right moves for the future. It is nice to have an expert to take this off our plates while giving us the peace of mind that we need that he is always working in our best interest.
Tim Miller has taken much of the worry away by setting up a very straightforward plan. They are professional, respectful, and went out of their way to truly understand our needs.
I couldn’t be happier with our time learning and growing together in support of setting up a successful retirement plan, when the time comes, that allows for my desired lifestyle.
From our very first meeting, we have appreciated their transparent and personable approach as we navigate the details of our plan.
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.
Having a team of resources available to answer questions, give advice, and plan actions to meet our long-term goals is invaluable. We are confident that our financial strategy will be sound through retirement and beyond.
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.