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.

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Ed and Michele Otero,
Engineering, Pratt & Whitney

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.

Topics Include:

  • The use of Roth for a six-figure-income retirement
  • Matching Asset Allocation directly to your retirement plan
  • Collaborative approach to your decisions
  • How to plan to spend more while young in retirement
  • An opportunity to ask questions of a fiduciary

Workshop neither sponsored nor endorsed by Pratt & Whitney. Workshop sponsored by AdviceOne Advisory Services, LLC.

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