Kevin Rich

My wife and I started using AdviceOne in 2020 based on feedback from a former co-worker. Our goal was to understand our retirement landscape while also planning for college for our twin girls. We work with Bria Comer, who took the time to get to know us, our family, our goals, and our financial specifics to start building our plan. She is very adept at working with the RTX 401(k), and with my wife’s non-RTX plan and her stock options. We can more clearly see how our current lifestyle influences retirement, when we could retire, how our lifestyle will look after retirement, and the role AdviceOne will continue to maintain for the duration. We highly recommend!