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Advisory services offered through Q3 Advisors, an investment adviser registered with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. Q3 Advisors does not provide tax or legal advice, and we encourage you to consult with tax or legal professionals before implementing any legal or financial planning strategies. Information presented on Q3 Advisors’ websites is for educational purposes only and is not intended to make an offer of investment advisory services. Q3 Advisors’ websites and its associated links offer news, commentary, and generalized research, not personalized investment advice. No content on this website should be interpreted to imply that achieved results are indicative of future results.

*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