About Us - Over a decade in Insurance and Financial
I'm W. Andrew Byrd from Niceville, Florida. I am a financial professional with more than 20 years of experience in the financial, medical, and insurance industries. I have also spent nearly a decade consulting clients on their insurance needs.
Currently, I work as a Roth Conversion Expert, where I help my clients by creating proprietary, personalized, easy-to-understand illustrations to make your Roth Conversion tax-free, too.
Retirement should be as stress-free as possible, and I specialize in creating strategies that put you in control of your hard-earned retirement savings.
I graduated from Auburn University and hold a Florida Insurance License and licenses in all 49 U.S. States. When not helping clients, I enjoy Offshore Fishing, Traveling, and Boating.
Our Strategic Partners
At Roth Conversion Experts, we work with our strategic partners to maximize the benefits so our clients can get Roth conversions tax-free and optimize their retirement savings.
American Retirement
Club
Client Success Stories
“I was amazed by the personalized guidance and support I received from Roth Conversion Experts. Their in-depth knowledge of Roth conversions truly made a difference in my retirement planning journey.”
Seth Burton
LEARN ABOUT COSTLY RETIREMENT POSED BY TODAY'S ECONOMY AND HOW YOU CAN PLAN TO RETIRE WITH CONFIDENCE!
