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Follow the Blueprint
roth
conversion
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The Cutting-Edge Strategy for up
to 97% more Lifetime Wealth
Your Simple and Transparent ticket
to a more Tax-Free Retirement
Follow the ↴
Blueprint
The Cutting-Edge Strategy for
up to 97% more Lifetime Wealth
Your Simple & Transparent ticket
to a more Tax-Free Retirement
What You're Going To Discover
In This Roth Conversion Session...
Backed by world-class technology and expert insight, this Roth Conversion strategy has already identified over $1.6 billion in lifetime tax-free gains in 2025—and counting.
No Out-of-Pocket Costs
Learn how our method allows you to convert to a Roth IRA without sacrificing your current lifestyle.
No Jumping Tax Brackets
Mathematically designed to prevent you
from ever jumping into a higher marginal tax bracket.
from ever jumping into a higher marginal tax bracket.
No Risk to Starting Principal
See how strategic bonuses and protected growth are used to make sure you never dip below your starting account value.
As Featured on
Leading financial experts highlight immediate Roth IRA conversions as the highest‑yield strategy for lifetime tax-free wealth.
What You're
Going To Discover
In This Roth Conversion
Session...
Backed by world-class technology and expert insight, this Roth Conversion strategy has already identified over $1.6 billion in lifetime tax-free gains in 2025—and counting.
No Out-of-Pocket Costs
Learn how our method allows you to convert to a Roth IRA without sacrificing your current lifestyle.
No Jumping Tax Brackets
Mathematically designed to prevent you
from ever jumping into a higher marginal tax bracket.
from ever jumping into a higher marginal tax bracket.
No Risk to Principal
See how strategic bonuses and protected growth are used to make sure you never dip below your starting account value.
As Featured on
Leading financial experts highlight
immediate Roth IRA conversions as the
highest‑yield strategy for lifetime
tax-free wealth.
Simple, Accurate, and
Tailored to You.
Answer 10 key questions to calculate how much additional lifetime
tax-free wealth a Roth Conversion Blueprint could unlock for you.
Simple, Accurate,
and Tailored to You.
Answer 10 key questions to calculate how much additional lifetime tax-free wealth a Roth Conversion Blueprint could unlock for you.
(631) 675-1885
eric@advancedfolio.com
www.advancedfolio.com
Eric Weschke
CEO & Founder | Advanced Folio Capital Management
With more than 30 years in financial services, Eric Weschke helps individuals, families, and retirees build financial confidence and long-term stability. A respected educator and speaker, he has taught thousands of financial education classes across New York and previously hosted Smart Planning Radio, focused on practical financial strategies. Inspired by his mother—one of the first women to work on the NYSE floor—Eric is committed to empowering others through financial literacy.
Eric holds a BS in Finance and Management Information Systems from the University at Albany and specializes in comprehensive financial planning, tax-efficient retirement income strategies, asset protection, and risk management. A former national speaker, Chief Technical Analyst, and senior executive at major financial institutions, he has earned multiple industry awards, including Advisor of the Year and recognition as Northwestern Mutual’s #1 representative.
Timothy T. Van Houten
IAR, NSSA
Tim is the founder of Sonoran Wealth Systems, an independent financial advisor firm. He works hard to help clients have a financial strategy for retirement that inspires confidence and excitement for the next stage of their lives.
Tim is proud of his team’s reputation for finding innovative strategies to help meet retirees’ and pre-retirees’ needs and turn their dreams into reality.
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Eric Weschke
CEO & Founder | Advanced Folio
With more than 30 years in financial services, Eric Weschke helps individuals, families, and retirees build financial confidence and long-term stability. A respected educator and speaker, he has taught thousands of financial education classes across New York and previously hosted Smart Planning Radio, focused on practical financial strategies. Inspired by his mother—one of the first women to work on the NYSE floor—Eric is committed to empowering others through financial literacy.
Eric holds a BS in Finance and Management Information Systems from the University at Albany and specializes in comprehensive financial planning, tax-efficient retirement income strategies, asset protection, and risk management. A former national speaker, Chief Technical Analyst, and senior executive at major financial institutions, he has earned multiple industry awards, including Advisor of the Year and recognition as Northwestern Mutual’s #1 representative.
(631) 675-1885
eric@advancedfolio.com
www.advancedfolio.com
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