Our Clients

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.

After being exposed to multiple “offerings” that “danced” around ROTH conversions, our interest was peeked. ROTHOLOGY as presented by Craig Wear’s program really drove home the concept that we needed to explore. From the initial contact through to the finalization and IMPLEMENTATION of our personalized plan, we are confident that we made the right choice in deciding to start ROTH conversions and that we chose Craig Wear’s services. We highly recommend them.

I’ve gone to great lengths to educate myself in personal finance but making Roth conversions was the missing link in my retirement plan. After watching Craig Wear’s webinar, I felt good about hiring his company to help me with mine. My advisor Joey Taylor was a great listener and asked good questions to better understand my situation and concerns. I’m extremely happy with the service and plan that we arrived at together. I heartily recommend them to anyone else who needs guidance on Roth conversions.

After reading Craig’s book, I had enough knowledge to know a professional CFP through the entire conversion process was important for keeping on track for successful tax savings. Derrick has been very clear in explaining my options and patient with my questions along the way. Worth every penny!

These days it’s hard to have trust in people or organizations who are involved in your finances. I read Craig’s book and was immediately impressed with the knowledge he had regarding IRA conversions. My gut instinct was correct regarding Craig and I felt these people are respectable and knowledgeable. Derrick DeHays was assigned to our account and again I felt comfortable dealing with him throughout the process. He devoted time to us and even had two meetings with our financial advisor. I would highly recommend Craig, his company and Derrick. These are good people and in this world today, trust is the key. They performed with honesty and integrity and I am grateful out paths crossed.

Our advisor Matt took a lot of time and all the meetings necessary to generate the conversion scenarios we wanted to see, including doing some manual work to generate numbers for a scenario that wasn’t able to be done automatically by the software. We were very satisfied with his time and effort to narrow our options down to a preferred conversion plan.