The art and science of financial planning to transition to a tax-free future.

How Was Rothology® Born?

After a thirty-two year career as an independent financial adviser, Craig sold his practice and focuses his business interest, experiences and efforts toward helping people invest wisely within their company retirement plans, and alerting savers of the large tax obligations that are built into their retirement accounts.

This has birthed Amazon #1 BestSelling book, Paying the Piper, supporting online education courses, and one-on-one strategy sessions with students who desire personalized assistance. The tax issues are very real, and a very large concern for many savers. Craig has trademarked this proprietary approach to strategic conversions from IRAs to Roth IRAs. Rothology® has registered lifetime tax savings approaching one hundred million dollars.

Rothology® combines the art and science of financial planning to transition American families toward the goal of a tax-free future.

On a personal note, Craig and his wife travel and live full-time in their motorcoach to experience the great places and people across America.