Phil Brigham

Our thanks to AdviceOne for the excellent financial planning guidance and professionalism. They have delivered on their promises to be open and honest and to help us achieve our planning goals per our requirements and risk levels. Our relationship started about 5 years prior to retirement and continued through the retirement decision making process into our current semi-retired state. AdviceOne knows the UTC/RTX benefits package inside and out and have helped us navigate through all the many options along the way. My wife Mary and I know we can count on them and our advisor Tim Miller to be there on a regular basis for continued excellence in planning and decision making.