cw@craigwear.com
WAIT! One More Thing... A Personal Invitation For You
No thanks, I don’t like discounts and I’d rather pay full price later
No matter how much information you have at your fingertips, there’s nothing quite like having a real, personalized conversation about your specific situation. That’s why I’m offering you the opportunity to take this journey a step further with a one-on-one consultation.
THIS IS NOT A SALES CALL!
…and it’s not about pushing you into anything. It’s about you…your assets, your goals, and your future. You’ll have a chance to sit down with a seasoned Roth Conversion specialist 1:1, who has worked with hundreds of clients on this specific issue and have no financial products to sell or hidden agendas.
Here’s what you’ll walk away with:
Personalized Advice: We’ll analyze your unique situation and answer your biggest questions about Roth conversions...whether they’re right for you, how much you could save, and what strategies make sense for your goals.
Review Of Your Portfolio And Retirement Strategies: We’ll take a close look at your current portfolio and retirement plan to ensure that every piece of your financial picture is working in harmony toward your long-term goals.
Clear Next Steps: We’ll map out actionable recommendations that you can implement immediately to start saving on taxes and securing your retirement.
Confidence in Your Plan: By the end of the call, you’ll know exactly where you stand and what steps to take next.
Today Just: $197
No thanks, I don’t like discounts and I’d rather pay full price later
You’ve already taken a big step by investing in the Masterclass.
This is your chance to take it even further with the kind of personalized insight and advice that can transform your financial future.
Quick Disclaimer:
Here’s What Our Meeting Is NOT:
- Not a pushy sales pitch. If you’re a fit for our team, we’ll explain why...or why not.
- Not a troubleshooting session for spreadsheets. While we're happy to review and discuss them, this isn’t the time for in-depth troubleshooting.
- Not a tax bracket decision meeting. Our fiduciary responsibility prevents us from offering guesses about specific tax brackets for conversions without a comprehensive analysis. However, I’m happy to discuss general strategies and reasoning.
- Not a meeting for your advisor. This session is designed to help you, not to educate your advisor.
We look forward to meeting you and answering whatever questions you may have.
-Craig Wear CFP
P.S. Should you decide to become a client after this consultation, the fee for your one-on-one session will be fully credited toward the cost of our service. It’s our way of making sure this step is a win-win for you.