Our Services

At a Glance

$ 1 M
Average Client Savings
$ 1 B
Total Client Savings
1 %*
Refund Offer

Premier Roth Conversion

Fee Range:

$4,000 - $12,000

Our flagship consulting service is our Roth Conversion Optimization planning engagement. We like to call what we do, Rothology™. 

We’ve demonstrated why the paradigms of the financial industry limit most IRA Millionaires from achieving millions of dollars of avoided taxation.

When you are accepted into our family of clients, we clearly promise to show you how to save at least $500,000 in taxes during your lifetime and for your heirs – or we write you a check to refund 100% of the fee paid to develop the optimal game plan.

While your acceptance into the service is dependent on a few critical elements, the fee is also somewhat personalized. Typical fees for this service range from $4,000 to $12,000. These are one-time payments; and our typical engagement obligations for this service are usually satisfied within 90 days.

Each client has the option to extend for a longer term holistic planning relationship.

Legacy Conversion

Fee Range:

$4,000 - $10,500

Many of the clients we work only learned about the benefits of Roth conversions recently and are at an age where the real net benefits will accrue primarily to their heirs.

This service is for the 75+ crowd. If at least one of the household is age 75 or older, we provide a highly discounted fee for this service.

The objective is to find the Roth conversion strategy that helps the clients as much as possible, but focuses on the optimal conversion plan to ensure that the heirs aren’t saddled with millions of taxes as they inherit IRA assets.

Comprehensive Financial Planning​

Client Setup Fee:

$4,000 - $6,000

Monthly Planning Fee:

$250 - $1,000

Our firm and our advisors never earn anything more than the fees we charge to deliver ‘pure’ fiduciary advice. By doing business this way, you’ll know that YOU are at the center of our business world.

We call this “fid-YOU-ciary” Planning.

If you choose an aluminum siding company to design your custom house, what type of exterior products do you think will be included in that design? They will likely provide ’some’ design at no charge, or a small charge. Why would they do that? The answer is obvious: they want you to buy aluminum siding.

Many of us have areas of our financial life that keep us awake at night. When you want a coordinated financial game plan that focuses on solving these problems you don’t want to be sold anything. Can you see how a ‘free’ plan may not provide the best result for YOU.

It’s simply the nature of sales. You’ve probably heard the saying, ‘If the only tool in your toolbox is a hammer, every problem seems to be a nail….’

Here is a comparison of the different levels of planning that might be offered to you.

The fees for these services vary, but are broken down into two elements:

Client Setup Fee:

  • This gets your initial analysis developed and to get you into our system.
  • This fee currently ranges from $4,000 to $6,000
  • Clients who have already been through our Roth Conversion services recently, and whose situations have not dramatically changed since, will likely have this fee waved.

Monthly Planning Fee:

  • Once an analysis is complete, you begin working with your advisor on the issues that are the most significant
  • You’ll have a quarterly schedule that details the areas you’ll work on based on what’s most important to you, and those that the advisor knows are also the issues that are the most crucial for you to tackle.
  • Fees for planning services range from $250 per month to $1,000 per month. Fees are paid in arrears on a quarterly basis.

Ready to Get Started?

Schedule your free consultation today!