Services
Average Client Savings
Total Client Savings
Money Back Offer*
WHAT MAKES US DIFFERENT
Why choose Q3 Advisors
We take Fiduciary to the
next level
Our advisors are Certified Financial Planners® and seasoned experts. We’re all Fiduciaries focused on ONLY what’s best for YOU.
We don’t manage
investment portfolios or
sell investments
We’re only concentrated on one thing: making sure you pay as few taxes in retirement as possible.
Comprehensive Financial
Planning
There are no conflicts of interest here. We don’t earn commissions and we don’t sell products. Our recommendations are based purely on what’s best for YOU.
We specialize in Roth
conversion strategy
We’ve helped hundreds of clients save millions in taxes with our Rothology™ process. You could be next!
We’re not going to ask you
to leave your financial
advisor
In fact, we’ll work WITH your advisor and CPA to make sure they understand your optimal conversion strategy.
We have a proven system
in place with a no-risk
refund offer
We’re so confident in our system that we’ll refund your money if we can’t help you save $500,000 in taxes*
OUR SERVICES
Which Solution is Best for you?
Rothology™ Premier Roth Conversion
Combining the art and science of financial planning to help you transition to a tax-free future. here what you get
A customized Roth conversion tax escape plan
We’ll create the optimal strategy for your situation. Don’t pay more taxes in retirement than necessary.
Confidence that you’re minimizing your lifetime taxes
Get clarity around the best course of action, and rest easy knowing you’re working with trusted experts.
Complimentary annual reviews to stay on course
We’ll continue to optimize your plan through all of life’s ups and downs so you’re always in the best position possible.
This is for you if
You’ve accumulated approximately
$1M or more in your IRA
You’re between the ages
of 59 and 75
You’re under age 59, but have
significant assets outside of
retirement accounts
Legacy Roth Conversion
Helping you maximize your legacy.
Insulation from future tax uncertainty
Move forward with the peace of mind that you’re doing all you can to avoid taxes in retirement.
Avoid estate depletion from income tax
Retain the value of your estate and your net worth.
Protect your heirs from higher lifetime taxes
Maximize your legacy and safeguard your loved ones from higher taxes.
This is for you if
You’re age 75 or older
You’ve accumulated
$750,000 or more
in your IRA
You want to reduce the taxes that
your heirs might pay
Comprehensive Financial Planning
Truly objective financial advice from Fiduciaries.
Answers and guidance
Sleep easy knowing your toughest financial questions are answered and you’re on the right path.
An expert partner
Work with an experienced Fiduciary Certified Financial Planner® with no conflicts of interest.
Freedom from fees
No referral fees, commissions, or asset management fees – just advice.
This is for you if
You want a comprehensive plan that goes deeper than investments
You want all of the pieces of your plan to work together
You want to know that all recommendations are for YOUR benefit – not ours
CONTACT US
Not sure which service is best for you?
We’d be happy to provide guidance based on your needs and goals.