Our Clients

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!

From day one of working with your organization, every step of the process was clearly communicated in a very timely, organized and professionmanner. There was excellent two way communication through out the entire process to insure all my goals and objectives were clearly understood and a final plan was delivered. The interview and review steps provided clarity and resolutions to all my concerns and open questions on executing Roth Conversions. Now executing on my Conversion plan with all the mystery and questions resolved.

My advisor helped me to understand the benefits of doing conversions now rather than waiting until later. He explained the tax benefits and had data to back up his conclusions. I was shown how different options would affect my overall tax burdens now and in the future.

This is a great service to use if you’ve ever thought about converting to a Roth. My advisor and planner explained everything in detail, offered different scenarios in my conversion journey and set me on a path to where I will owe no taxes. Highly recommended!!!

Craigs team helped me see the benefits of converting my traditional IRA funds to Roth….THANK YOU

All of Craig’s videos and seminar sessions are spot on, they even share the bulk of the basis and framework of their program, what Q3 does when sign up for the service is apply that to me specific financial situation and goals, which gave me and my wife the confidence to move forward on a multi-year Roth conversion plan that includes ongoing evaluation. The service was well worth the price and even brought us closer together with our current financial advisor.

Working with Q3 Advisors gave me the knowledge, confidence, and tools I needed to execute a conversion strategy. The tax numbers are big and scary – but once I got my mind around that, and I saw how much in taxes they were going to help me save, I had no doubts at all that I needed to execute the conversion strategy they had prepared for me. I also appreciate the fact that their service is not a “one and done” – I am looking forward to working with them over the next several years to make adjustments as necessary while I implement my conversion strategy. I believe that choosing to work with Q3 will ultimately be one of the best financial decisions I have ever made!

Get on with this process. The sooner you get this accomplished the better. Don’t wait until it is too late.