You've seen the math. Here's what comes next.
Your advisor brought us in for one specific reason — engineered Roth conversion strategy for IRA millionaires. We're specialists, not a replacement. We work alongside your advisor, not instead of them. Five stops today, in order.
RMD Calculator
Your actual numbers — not a generic illustration. We'll run them live on screen. This is the moment the conversation becomes yours.
See Your NumbersSample Plan
A real plan we built for a real client — profile, scenarios, Medicare impact, cost of waiting, and net worth implications. Eight sections, real numbers.
View Sample PlanYour Plan, the Promise
What an engagement with Q3 actually includes — your numbers, the Escape Plan™, our fiduciary promise, and how we coordinate with your advisor every step of the way.
View the PlanA Note to Share
A short letter you can share with your spouse if they couldn't be here today. This decision affects both of you — they should see what you've seen.
View the LetterThree Paths Forward
When you're ready, here's how we move forward. Three clear paths — your Escape Plan™ today, a follow-up call, or deeper ongoing advisory.
View Next Steps