Gary Christman

My wife and I have been clients of AdviceOne since 2014 and have been extremely pleased with the relationship and their retirement planning advice as well as their managed portfolio performance. I know I have a solid plan and do not worry about the markets and know my wife would be in good hands if something happened to me.

They understand the intricacies of the legacy UTC companies benefits for both executive and non-executive employees. Their guidance on deferred compensation, ESOP/NUA strategy, SARs, RSUs & PSUs timing and doing Roth conversions each year convinced me I could retire early at 61, live very comfortably, and also be able to leave a legacy.