We are here to help you:
Take Charge of Your Finances
Live Your Best Life Today and Tomorrow
Pursue Your Goals
Retire Well with Raytheon Benefits
You spent your career helping to build some of the most advanced technologies in the world. Now, as you look toward retirement—or settle into it—you deserve the same level of clarity and precision in your financial future.
If you’re a former Raytheon or RTX employee, you already know how complex retirement benefits can be. From navigating pension options and understanding RAYSIP 401(k) accounts, to making critical decisions about taxes, income, and legacy planning—it’s a lot to manage on your own.
That’s where we come in.
We Understand Your Benefits—Because We’ve Spent Years Helping People Like You
Our mission is simple: to help Raytheon retirees get the most out of their retirement. Whether you’re evaluating a lump sum pension offer, deciding when to start RAYSIP withdrawals, or simply trying to figure out how all the pieces fit together, we provide the clarity and guidance you need to move forward with confidence.
We’re not offering cookie-cutter advice. Everything we do is tailored to the unique features of Raytheon’s retirement structure—because your plan isn’t like everyone else’s.
What You Can Expect
When you work with us, we help you:
Understand how your pension and 401(k) work together
Decide between annuity payments or lump sum options
Build a smart, tax-efficient withdrawal strategy
Align your retirement income with your personal goals
Plan for your spouse, family, and future legacy
We speak your language—whether your benefits include the traditional pension, the cash balance plan, or RAYSIP enhancements, including advanced strategies like the Mega Backdoor Roth.
It’s Easy to Get Started
You don’t need to figure it all out on your own.
With just a few steps, you can take control of your retirement with less stress and more confidence.
Download our free guide designed specifically for Raytheon retirees
Schedule a no-obligation call with a retirement planning specialist
Get a custom strategy built around your unique benefits
This Is Your Retirement. Make the Most of It.
You’ve done the hard work. Now it’s time to enjoy the reward. Don’t let confusion or uncertainty keep you from getting the most out of what you’ve earned.
Whether you’re already retired or just a few years away, the decisions you make today will shape your financial freedom tomorrow.
Download your free guide or schedule a conversation with someone who truly understands your plan.
We’ve helped many Raytheon and RTX employees retire with confidence—and we’re ready to help you retire well—with clarity, confidence, and peace of mind.
Are We a Match?
You want to partner with a financial advisor whose expertise is working with people just like you. We may be a good fit if you:
Are a current or former professional at Raytheon Technologies within five years of retirement
Want a long-term, high-touch relationship with a financial advisor
Have investable assets of more than $2 million
