Sal Corsino
My wife and I highly recommend AdviceOne and Carlos Henriques for retirement planning.
We value our relationship and talking about life goals and financial goals and discussing options within a clear and informed framework.
We particularly appreciate AdviceOne’s transparency, responsiveness, professionalism and care. We are very pleased to be in partnership with the AdviceOne team. Their experience with large corporate benefits packages (RTX in particular) was especially helpful for planning in a multi-year format, making it easier to manage prior to retirement.