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*Only for qualified clients. Upon completion of written recommendations of possible tax saving strategies, including, but not limited to Roth conversions of qualified funds, Q3 Advisors will refund you 100% of the fee stated in this Agreement if your estimated lifetime tax avoidance or savings and the projected tax savings to your heirs is less than $500,000. The refund amount is the total amount charged to the Client, which includes the Intent to Proceed fee. The revised estimated lifetime tax calculations will use the same criteria and assumptions that generated the initial estimate of lifetime income taxes. However, other than the provision set forth below, no refunds will be made after you are provided projections of the potential savings illustrated by the comparison of the initial estimate and the revised estimate resulting from strategies that are recommended.

Our Services
Our Clients
About
- About
- Our Team
FAQs
Resources
Schedule a Call