Helping IRA Millionaires save $1 million (or more) in unnecessary taxes
- Without buying financial products
- Without switching advisors
Founder & CEO of Q3 Advisors
OUR 100% MONEY-BACK OFFER
No Risk. High Reward
If we can’t help you avoid at least $500,000 in taxes, we’ll refund the full consulting fee.
*must be pre-qualified by one of our Roth conversion advisors
OUR SERVICES
What Can We Do For You?
Rothology™ Roth
Conversion
Let us help you save at least $500,000 in taxes over your lifetime.
Legacy Roth
Conversion
Make sure your heirs aren’t burdened with millions in taxes
Comprehensive
Financial Planning
Objective flat-fee financial advice from fiduciary planners
I am glad that I used your services and highly recommend them to others. In 22 months, I will have an essentially Tax Free Retirement, No RMDs to track, manage, or pay taxes on, and my stock appreciation and trade gains will all be tax-free.”
NICE TO MEET YOU
I’m Craig Wear, CFP®
After a thirty-six-year career as an independent financial adviser and Certified Financial Planner®, I sold my practice to focus on helping those in or near retirement save millions in taxes.
BY THE NUMBERS
Rothology™
Combining the art and science of financial planning to help you transition to a tax-free future.
Our average client saves $80,000+ in
Medicare premiums
Our average client
avoids $3.2 million in taxes
We have 14 years of specialization
in conversions
CASE STUDIES
Real Client Results
Learn how we’ve helped our clients save millions
Bob and Susan’s
Optimal Rothology™ Strategy
will save them $2.5 million
Kate’s
Optimal Rothology™ Strategy
will save her $1.4 million
Dan and Carolyn’s
Optimal Rothology™ Strategy
will save them $1.7 million
Ready to get on track toward saving $500,000 (or more!) in taxes
- Find out if you’re a good fit
- Learn how it works
- Ask us anything
Started my conversion Dec. 2020 as per recommendation. Using the 35% charts… I will finish converting this Dec. 2023. Because of market changes I will be saving a lot more in taxes than originally estimated. Very happy at this whole experience.
JOIN OUR FREE WEBINAR
The Biggest Roth
Conversion Mistake
The common Roth conversion mistake leaving hundreds of thousands of dollars (or more!) on the doorstep of the IRS
The four limiting beliefs keeping you from saving more
Traditional Roth conversion vs Optimal Rothology™ Conversion – the difference can mean $1mm+ in unnecessary taxes