Schedule a time to get your tailored
Roth Conversion Clarity
roth
conversion
STRATEGy
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The modern strategy designed to help you take back control of your retirement.
Get a free Roth conversion review to see if your lifetime taxes could be reduced.
Roth Conversion ↴
Clarity
The modern strategy designed to help you take back control of your retirement.
Get a free Roth conversion review to see if your lifetime taxes could be reduced.
What You're Going To Discover
In This Roth Conversion Session
In this session, we’ll walk you through a personalized Roth conversion strategy designed to help you reposition taxable retirement dollars into tax-free income—without disrupting your current financial lifestyle.
Zero Out-of-Pocket Conversion
Principal Protection & Volatility Control
Learn how strategic bonuses and risk-management safeguards help keep your starting account value secure.
Smart Tax Bracket Management
Mathematically designed to optimize your current tax bracket—without unintentionally triggering a higher marginal rate.
As Seen On
What You'll Discover
In This Roth Conversion Session...
We’ll walk you through a personalized plan that shows how you can convert to Roth with:
Zero Out-of-Pocket Conversion
Discover how our method allows you to Roth convert without sacrificing your current lifestyle.
Principal Protection & Volatility Control
Find out how strategic bonuses and risk-management safeguards keep your starting account value secure.
Smart Tax Bracket Management
Mathematically designed to prevent you from ever jumping into a higher marginal tax bracket.
As Seen On
Ready To See Your
Personalized Results?
Answer these 10 key questions to calculate how much additional lifetime
tax-free wealth a Roth Conversion could unlock for you.
Ready To See Your
Personalized Results?
Answer these 10 key questions to calculate how much additional lifetime tax-free wealth a Roth Conversion could unlock for you.
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You'll meet with a 30-year industry veteran—watch him ring the closing bell at the New York Stock Exchange →
(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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Glendale, AZ
You'll meet with a 30-year industry veteran—watch him ring the closing bell at the New York Stock Exchange ↓
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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