Craig Wear Reviews

Great experience working with the advisors at Craig Wear! They made sure they understood my situation, goals, concerns, risk tolerance, etc. After they provided me my draft plan, they worked with me over several meetings to tweak it and make sure it worked for me. Communication was outstanding throughout the process, and when I reengaged with them after passing of the Big Beautiful Bill, they got back with me right away and answered all my questions. Outstanding customer service and support!

Working with the Craig Wear team is a very rewarding and enlightening experience. They do a very nice job in asking thoughtful – provoking questions that provides for a much clearer path moving forward.

I had the pleasure of working with Brent at Q3 Advisors and was immediately impressed by his thoughtful approach. He took the time to understand both my current financial picture and my long-term goals, then presented several well-constructed Roth conversion strategies tailored to my needs. Together, we refined these options to account for future variables and landed on a plan I felt confident implementing. I appreciated Brent’s expertise, patience, and collaborative style, and I look forward to continuing my work with him and the team at Q3 Advisors.

Daniel gave us very precise thought-out actionable information. He took the time to run different scenarios and provide very detailed information. The cost we incurred to use this service was well spent.

I tried doing the conversions on my own as I have been managing my own investments my entire life. The task overwhelmed me because of all the variables. Craig Wear and his crew put me on the right track and I have confidence now that the savings are for real.

After seeing Craig’s webinars we decided to engage, when it became evident to us that a good chunk of the money in our IRAs was not ours, but in fact was the government’s money on “loan” to us to grow for them and pay back later in the form of (more) taxes! Taylor and Matt did a great job of illustrating several conversion scenarios, and we are now on our way to completing our conversions before we will have to take any RMDs, with more than $3M in lifetime taxes saved!

My first consult with the team gave me the comfort I needed to fully engage. The detailed game plan I received was a great value, and gave me confidence to make large transfers this year and in the next several years.

Too often you hear that you will be in a lower tax rate when you retire. Then you realize that isn’t true when you have a decent nest egg in an IRA and start realizing RMDs will eventually put you into the higher tax bracket forever. I watched several of Craig’s videos and even set up a few spreadsheets, but never really came to an optimum solution. Within two weeks and more than eight hours of Q&A, my Q3 advisor provided me with several solutions and an optimum solution which I could execute and adjust as necessary. Looking forward to my annual review.

I was very pleased with the advisor listening to my requests and providing multiple scenarios with plans to help me find the one that I satisfied with that I started with. I also look forward to updating and modifying the plans and models each year as we progress with the execution of my plan.