Mark Aubuchon

My wife and I started AdviceOne about 5 years before I retired from Pratt & Whitney Engineering. She was well-versed with the RTX (UTC) benefits website and provided real-time assistance to me in making needed account allocations and transfers. Lorie also provided personalized advice that quickly got our affairs in order and on a solid track to achieve our retirement goals. She exceeded all our expectations! In addition to sound financial advice putting us on the right financial track to retirement, she also was very helpful to us in setting up our estate trusts. It is always comforting to know that the experts at AdviceOne are in your corner, helping you deal with tax, market, and investment complexities.