Q3 Advisors

Traditional tactics to convert from an IRA to a Roth are lacking because they rely on paradigms and opinions - not a full quantitative analysis. Over the last fifteen years of specializing in Roth conversions we've learned a lot. The greatest rewards come to IRA savers when they convert at a higher tax bracket and faster than they would normally consider. When a client is a good candidate for Roth conversions, the tax avoidance can easily exceed $1 million, and they'll actually see a huge savings in total Medicare premiums over their lifetime. We've developed proprietary software to assist in the evaluation, and have a staff of specially skilled Certified Financial Planners who understand how to apply the principles we've discovered. We do not sell any financial products, nor do we manage client portfolios. We are expanding our services by supporting CPAs and RIAs to lead their clients to making optimal Roth conversion and retirement planning decisions. Our team does the 'heavy lifting' of the specialty of Roth conversion strategy so that the CPA or RIA firm can continue to serve the best interest of their clients. This allows the firm to stay focused on what they do best. Our collaborative process makes is super simple for the firm to defer to Q3 Advisors as specialists in this area, and then return to the firm for further assistance and guidance. In addition, Q3 Advisors has developed a unique marketing system to alleviate the firm from wasting valuable time, and to give the client the best opportunity to evaluate the benefits of Roth conversion for their unique situation. Our services are customized, not boilerplate. We are fiduciaries and desire to prove the best alternatives for your clients. If you want to differentiate yourself from the crowd, save valuable time, and best serve your client, schedule a short initial conversation here: https://info.craigwear.com/cpa-ria

网站

https://craigwear.com

Q3 Advisors的外部链接

所属行业

金融服务

规模

2-10 人

总部

Marble Falls，Texas

类型

私人持股

创立

2015

领域

Roth Conversion Evaluation、Financial Education、Retirement Income Planning、Tax-Free Retirement和No Product Sales