Nobody walks into our office needing just one of these. Whether to convert to a Roth is a tax question, a retirement question, and an investment question all at once, and answering it in only one of those frames gets you a worse answer. We've split the work into six areas here because that's how people search for it. In practice, it all runs together, and that's the point of having one person looking at the whole picture.
Each page below explains what the work includes, how we approach it, and how it looks for the two groups we serve. None of it is personalized advice. It's meant to help you figure out, before we ever get on a call, whether this is the kind of help you're looking for.
