Financial Planning for RTX Employees

Turn Your Hard Work into Your Next Chapter

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We are here to help you:

Coordinate Your RTX Benefits

Plan for a Tax-Smart Transition

Build Your Future on Your Terms

Are You Ready to Launch What Comes Next?

For RTX employees, the years leading up to retirement can bring both opportunity and complexity. After a long career building important work, you want your benefits, equity, and retirement savings to become the foundation for what comes next. But to make the most of them, you need answers to questions like:

  • How do my legacy pension, current 401(k), and equity compensation work together?

  • Should I take my pension as a lump sum or as monthly payments?

  • How do I time my retirement to maximize what I've earned?

You don't have to figure this out alone. Our Fullerton-based financial planning firm works with RTX employees across Southern California and nationwide to help turn decades of complex benefits into a clear plan you can act on.

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Working with Employees Across RTX

Collins Aerospace

Pratt & Whitney

Raytheon

Give Your Finances Direction

We partner with you to help:

See Your Entire
Financial Picture

Coordinate your pension, 401(k), equity, and HSA.

Run the Numbers Before You Decide

Model the tax and timing impact of each decision.

Move Forward with Confidence

Build a plan to achieve the life you want next.

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A Long-Term Partner for a Long-Term Plan

As a fee-only, fiduciary firm, we provide unbiased advice focused on your best interests, not on selling products or earning commissions.

Founded in 1984 and now in our fourth generation of ownership, we've spent four decades helping clients navigate complex financial moments. For RTX employees, that can mean:

  • Coordinating decisions across your pension, 401(k), and equity compensation.

  • Sorting out legacy benefits from Raytheon, UTC, Pratt & Whitney, or other predecessor companies.

  • Helping you decide between lump sum and annuity options for your pension.

  • Modeling tax outcomes before you retire, exercise equity, or take distributions.

  • Mapping how today's decisions can support what matters most to you and your family.

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Our Services Include:

 

How We Work Together

1

Start the Conversation

Schedule a complimentary call to discuss where you are and where you're headed.

2

Map Out the Full Picture

We learn your goals and pull together all the pieces of your financial life.

3

Build an Ongoing Plan

Have a plan for today's decisions and tomorrow's possibilities.

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Are We a Match?

The decisions ahead are too important for generic advice. We may be a good fit if you:

  • Have worked at RTX or a predecessor company and want a clear plan for what comes next.

  • Seek professional guidance on coordinating pension, 401(k), and equity decisions.

  • Value a long-term relationship with a fee-only, fiduciary team.

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Take the Next Step

A long career deserves a solid plan for what comes next. Let's sit down, talk through your story, and map out how to launch your next chapter on your terms.

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Or reach us directly at 714-738-0220