Experience the AdviceOne Difference Collaboration. Expertise. Transparency.
Throughout the financial planning process, we work collaboratively with you and your significant other to navigate the complex landscape of your Pratt and Whitney Compensation package.
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.
Together, we will thoroughly explore your Raytheon Technologies retirement options.
Finally, you’ll get the candid advice you deserve.
Our Proven Process for Pratt and Whitney Employees Together we make better decisions.
Your career path has proven you can handle much more than the average person, but why do it on your own when you can collaborate with an experienced fiduciary? We’ve been assisting Raytheon Technologies employees with their retirement decisions since 1991, applying a clear, logical perspective to each individual’s investment decisions. You dictate the pace of your planning while we reveal strategies within your 401(k) you didn’t even know existed.
Investigate the possibility of working with your own fiduciary partner. For over 25 years, our Raytheon Technologies clients have utilized our collaborative process in making clear and logical decisions.
Workshops and Webinars Learn why so many of your Raytheon Technologies colleagues choose AdviceOne as their financial advisory partner.
Whether you choose to attend an in-person workshop or an interactive webinar, you’ll leave with a greater understanding of the possibilities your future holds. Come challenge us with your toughest, most provocative questions—we promise frank answers.
All the nuance surrounding ESOP and Temp ESOP decisions for 2021
How to incorporate long-term NUA planning while making your short-term Temp ESOP decisions
The use of Roth in a six-figure 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
Check back soon for upcoming dates!
Thursday, November 18, 2021
Wednesday, January 26, 2022
Workshop neither sponsored nor endorsed by Kaman Corporation. Workshop sponsored by AdviceOne Advisory Services, LLC.
Please fill out the form below to register. We look forward to seeing you!