Michele Lewis

We would like to express our thanks to the AdviceOne team for the work they have done with us over the past years to help position us for our retirement. It was the professionalism, knowledge of UTC/RTX compensation and savings programs and attention to detail that reassured us throughout the planning process. It was refreshing to work with a team who were interested in our circumstances – an engineer and a teacher, working across state borders. There were many decisions and actions to take, but everything was thoroughly explained, and we never felt uncomfortable asking questions or expressing an opinion. We especially like their succession planning so that we know that we have a team of resources to work with for many years to come.