401(k) Brokerage

"We'd love the opportunity to have a positive effect on your life.


Join us for an informational evening to address all your questions and take advantage of Tactical Solutions and opportunities within your UTC Hewitt 401(k).  It's our privilege to work in partnership with you and guide you at every step of your financial odyssey.  We've really enjoyed working with UTC employees since 1990, and we'd love the opportunity to simplify complex financial information and provide you with confidence and clarity.  We also specialize in 401(k) solutions for employees of AT&T, UnitedHealth Group, PepsiCo and Duke Energy."

 - Michael P. Grossman, CFP®, Ronald E. Williams, CFP®, Carlos M. Henriques, CFP® and Tim M. Miller, CFP®


Topics include:

· Understanding appropriate implementation of brokerage access in your 401(k)

· Adopting appropriate tax strategies while accumulating for retirement

· A logical approach to asset allocation

· Understanding how NUA works with your UTC company match before making irrevocable decisions



 Click here to view the official invitation.



Live Workshops

6:00-8:00pm - Glastonbury, CT

Check back soon for fall dates!

Live Workshops

6:30-8:30pm - Charlotte, NC

Check back soon for fall dates!


7:30-9:00pm - via Webinar

Check back soon for fall dates!

Workshop neither sponsored nor endorsed by UTC, Hewitt, AT&T, UnitedHealth Group, PepsiCo, or Duke Energy. Workshop sponsored by AdviceOne Advisory Services LLC.