Our Support

Integrated Roth Solutions is a firm established by financial professionals for financial professionals.  We have over 45 years of combined experience in the financial sector which serves as our foundation in developing the Roth support advisors are seeking.

RothAware is a proprietary software platform designed for the sole purpose of  assisting financial professionals in the Roth conversion discussion.  It is specifically designed in such a way so as to convey a client's lifetime results in both net present value and future dollar perspectives.  This allows for the conversion to be analyzed from a unique ROI perspective.

 RothAware is not only designed for use with existing clients, when coupled with our PowerPoint presentations, it is also extremely effective as a client acquisition platform through seminar delivery.   This is the taxes in retirement discussion prospects are seeking.