Craig Wear

About Craig Wear

I\'ve worked with hundreds of corporate employees, consultants, and business owners who had no idea of the \'tax traps\' they had unknowingly fallen into. They had-diligently saved for their retirement-totally maxed out their savings in their 50s and 60s-developed a modest lifestyle in preparation for retirement-hoped that the advice received would sustain them for their lifetimeAnd I understand. The financial advice that\'s been given has fallen short in preparing most savers for the unintended consequences of excessive tax obligations. For much of my thirty-two year career as an independent financial adviser I offered the same advice until one day someone showed me the big tax problem they were dealing with. I realized then that you don\'t have to be wealthy to be chained to a life of paying taxes! As I studied the problem I quickly realized that there are four specific strategies that most anyone can use to escape hundreds of thousands of dollars of income taxes! You just have to be willing to do things just a little differently! And when you do, you\'ll-pay a lower amount of taxes for your lifetime-dramatically increase your retirement lifestyle -see that your retirement savings could last longer-pay less tax on Social Security retirement benefits-have the freedom to travel and make purchases without the burden of taxesAnd it\'s so simple to achieve dramatic results. I help people develop their own \'Tax Traps Escape Plan\' every day. I\'ve literally written the book on this subject.\'Paying the Piper\' is a #1 International Bestseller! I\'d like to make it available to you for FREE. I just ask that you pay the shipping.You can pick up your FREE COPY of \'Paying the Piper\' at https://CraigWear.com/digital-book.

Experience

1. Founder CEO

   Q3 Advisors

   May 2016 — Present

   Q3 Advisors, LLC was founded by a Certified Financial Planner (CFP) with over 30 years of operating an RIA as an independent adviser. After utilizing traditional marketing channels to grow an SEC firm, I recognized a need for advisors and retirement plan providers to offer participants access to professional investment advice without many of the fiduciary challenges for the advisor to deal with.Years of significant investment and platform development has resulted in a technology solution that provides a simple Dashboard solution for advisors and plan participants alike. Plan providers and advisors use Active401k as a competitive advantage and to increase plan participation. Wealth management advisors bolt on Active401k as a simple first step to convert more prospects, expand the footprint with existing clients, develop 2nd generation relationships and attain low-risk referrals.

Education

• Texas A&M University

  BBA

  1980 — 1982

Skills

• Wealth Management
• Investment Advisory
• Annuities
• Financial Advisory
• Retirement
• Strategic Financial Planning
• Comprehensive Financial Planning
• Retirement Planning
• Investment Management
• Active Investment Management Strategy
• Investment Portfolio Design
• Investment Strategies
• Certified Financial Planner
• Fixed Annuities
• 401k Management
• Asset Managment
• Portfolio Management
• Fee Based Investment Management