Craig Wear Reviews

I’m about to make my second conversion. Craig’s group put me on a 5-7 year plan that fit my needs. They actually gave me several options for the conversion. They took the time to develop a plan for me and answered all by questions and concerns. I highly recommend their advice and service.

If you’re looking for a team to assist you with your financial future and reduce your tax burden, Q3 is your choice CFP firm. The process is data driven and very professional.

I have significant qualified assets but had virtually no plan on how or when to do Roth conversions. Sean’s detailed analysis and specific recommendations regarding what assets to convert and when provided me with the plan I was looking for and made me feel much more secure in my future.

Good advise isn’t cheap and cheap advise normally isn’t good. I feel the cost was well worth it in the total projected savings for both myself and my heirs.

We have much of our savings and investments in IRAs because we were teacher. We wish we had started converting earlier, but are happy to be on the conversion path now. We urge parents to encourage their children to make backdoor conversions if possible.

Very happy I decided to use q3 Advisors with my Roth conversion strategy. I struggled modeling all the complexities on spreadsheets and their software covers all the bases. Their approach got me over the hump on deciding if conversions were the right thing to do in my situation. Once I got over my initial concerns (paying taxes upfront, funding the taxes, portfolio value post conversions, etc.), I could see it was the right approach. Just completed my year 1 conversions!

This is not a hard process. However, there are a lot of alternatives and many different conversion options. Craig’s team lays it out nicely and was willing to spend time answering all of my questions. I’m a spreadsheet and comparison person, so this was exactly what I needed to see. Ultimately it is my decision, and they were great about offering suggestions, along with pro’s and cons of each scenario. I’m glad to get this process started and probably should have done it several years ago.

Your consultation gave me the confidence to proceed with Roth conversion and to follow the plan that you prepared for me.

I am knowledgable on Roth conversions and knew I was a good candidate and I am good with financial planning and math/spreadsheets. But I know there are a whole lot of variables that change the calculations and I knew an expert team could catch something I might miss. It was the greatest decision I could make to go with Craig Wear’s team. They master all the variables and everything was explained very logically and understandable. I asked several questions and received clear and fast answers. Their knowledge is the best. Even if you are a master at finance and planning and taxes, I would still recommend to use this team. they put everything together and show the best scenario to use for your goal. Thanks!