Michele Burnat

I switched to AdviceOne over 17 years ago. I was a conservative investor and needed some hand-holding to increase my overall financial knowledge. AdviceOne’s dual approach to educating and fielding client questions in a Retirement Empowerment Workshop and personal meeting structure was just the reassurance I needed to grow in confidence. I’ve had the privilege to work with Michael Grossman, Lorie Schappert & Dani Wrubel over the years and their teamwork, professionalism, attention to detail and expertise is second to none. AdviceOne’s knowledge of UTC/RTX’s 401(k) plans, executive incentives and health insurance options has been beneficial in providing timely input to key short and long-term financial decisions. Michael, Lorie & Dani always welcomed and included not only me, but my lifelong partner Lesa, who worked outside of the UTC/RTX professional community. Their appearance at our wedding reception is a testament to their support and importance in our lives. My goal was to retire at age 55 and AdviceOne developed a personal plan with executable steps and check-ins that could be measured and projected. I am happy to confirm that as of 2022, Lesa and I are currently living our dream, all because of AdviceOne.