Collins Aerospace Client Testimonials

     "Carlos Henriques and the AdviceOne team have improved our quality of life.
     Carlos knows the RTX savings, incentive and pension plan details and the website transactions inside and out from working with so many RTX employees over the years. Carlos has best-in-class financial planning skills and interpersonal skills. He is able to expertly guide us through the steps and timing of the 401(k) rollover, incentive compensation, pension and overall retirement planning. We are able to meet Carlos in-person in Connecticut and Illinois, and virtually from anywhere. As a result of partnering with Carlos, we've avoided potential costly financial mistakes. We are now confident in our financial plan and enjoying life!"

- Sue Theden, retired Executive, Corporate Quality, Collins Aerospace

     "I engaged with AdviceOne to help me prepare for my retirement from Raytheon Technologies. Carlos and his team immediately gained my trust as they helped guide me through investment, estate planning and pension decisions, giving me the confidence I needed to retire earlier than planned. In retirement, I continue to rely on them for my financial needs knowing that their diligent and thoughtful guidance will result in a worry-free financial future for me and my family."

- Steve Tongue, retired, Enterprise Engineering, Collins Aerospace

     "Our AdviceOne advisor patiently listened, educated, questioned, and helped us develop a plan for our future that we felt confident in. A retirement plan is a beautiful thing. We began the next phase of our life a few months later, feeling good about what’s to come, thanks to AdviceOne.
     All the folks are professional, courteous, helpful, and responsive and I highly recommend them. I wish we had found AdviceOne years earlier!"

- Larry Nordine, retired, Environment Health and Safety, Collins Aerospace

    "I have worked at Collins Aerospace Space Systems as a Mechanical Design Checker for 31 years. In my mid-fifties, the company offered a voluntary separation package. It made sense that I needed professional help in setting up my personal finances. I knew AdviceOne worked with RTX clients and so I attended their retirement workshop. Michael Grossman took any questions and answered all of them in detail. What I liked about the workshop is that it was quite informative about retiring issues and there was no pressure to join. He even was available afterward to talk to people personally.
     My meetings with my advisor Bria Comer resulted in a plan in which I could retire comfortably. Bria is extremely knowledgeable in financial planning and put me on the right path for retirement. If there are any financial issues or life changes that arise, Bria is always available to meet and resolve so I may go on with my retirement."

- Al Larivee, retired, Space Systems, Collins Aerospace

     "Working with AdviceOne has given me the confidence that I will be able to retire comfortably. They have a very detailed planning process that takes into account expenses after retirement, including downturns in the market. Any questions or concerns you may have are fully addressed in a manner that makes sense, and addresses your current financial needs. As I approach retirement in the next few years, AdviceOne has given me peace of mind that is worth its weight in gold!"

- Brian Carbone, Information Technology, Customer Service and Contracts Area, Collins Aerospace

     "We selected AdviceOne as our fiduciary prior to my retirement in 2020 based on referrals from other RTX employees. The expertise of the team to navigate the RTX Gateway structure made the process much easier for us. The initial experience with our advisor Carlos Henriques and his team was a very in-depth assessment to develop a plan specific to our core values with their professional guidance and recommendations. They now actively manage our portfolio on an ongoing basis, and they are always available for any clarifications or questions we have. We have utilized their educational workshops and received help with everything from the process of actual retirement to estate planning, income tax planning, and now preparing my wife for retirement."

- Mitch Carlson, retired, Environmental Health and Safety, Collins Aerospace