Dear Collins Aerospace / UTC Employee,

As the largest employer in Cedar Rapids, Collins Aerospace employees make up a substantial portion of our clientele. As a result, over the years we've gained an abundance of experience helping many Collins employees achieve their financial goals.

At Balanced Investment Company, we know you spend your life working to accumulate and grow your assets along with your successful career with Collins, but while your company may have remained the same for years, a host of ever changing variables, from an unpredictable market to ever-changing tax policies and increasing health care costs, pose significant challenges as you approach your retirement and you may not have had time to pay a close attention to your own complex financial affairs.

I would like to personally invite you to visit us for a free, no-obligation consultation where we can review your financial standings and discover how we can potentially leverage our nuanced experience to gain a better understanding of the opportunities available to you.

Opportunities such as:

  • Retirement Income Planning
  • Social Security
  • Collins Aerospace Pension
  • 401(k) Strategies
  • Healthcare
  • IRA
  • Non Retirement Assets

I'm looking forward to our conversation!

To reach us, please call (319)-409-1653 to schedule your complimentary consultation.

Sincerely,

 

 

 

Suresh Basnet

 

Disclosure:The seminar topics presented are for informational use only and are not intended to provide specific advice or securities recommendations for any individual. Neither BIC nor its professionals provide securities, tax or legal advice. BIC or its consultants are not affiliated with or controlled by UTC/Collins Aerospace. You should consult with a professional regarding your individual situation prior to making any decisionsNPN: 8549095 & 261164