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
Let us help you save at least $500,000 in taxes over your lifetime.
Make sure your heirs aren’t burdened with millions in taxes
Objective flat-fee financial advice from fiduciary planners
Learn how we’ve helped our clients save millions
Seasoned Certified Financial Planners®
Never sell financial
products – don’t work
on commission
Fiduciaries always
looking out for your
best interests
Roth Conversion
specialists
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.”
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.
Learn the 7 tax traps hidden in your 401k and IRA, why they exist, and strategies for avoiding them. The newest changes in our tax codes have created an unparalleled opportunity to save a lot of money for the rest of your life. Don’t miss out!
Learn the 5 biggest mistakes IRA millionaires make with Roth conversions, how to avoid these traps, and how the OPTIMAL Roth conversion strategy can save you millions over your lifetime.
Tips and advice to help you navigate all of life’s transitions while keeping your retirement on track. Ask the right questions, make the right decisions, and reap the rewards!
Craig digs into all of the most common questions, frequent mistakes, and best solutions around optimal Roth conversion strategies and successful financial planning.
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
