Book Your Convert Engine Diagnostic — J Bradin Financial

J Bradin Financial Roth Conversion Specialists

CRD #317569 · Registered Investment Advisor

You read the book. Now let's run your numbers.

Book Your Free Convert Engine Diagnostic

A no-obligation conversation to map your Roth conversion window, model the engine, and show you exactly what it would cost — and save — in your situation.

15 Minutes. That's all.

0 Obligation or pressure

Choose a Time That Works

Zoom sessions available weekdays · Limited times Saturday

What clients say

★★★★★

We've worked with Jesse for some time now, and he guided us through a Roth conversion strategy that really fit our situation. He never pushed us — he just showed us the numbers and let us decide.

M. Cunningham

Retired Client

★★★★★

Not only is Jesse great at what he does — he's someone I trust. He guided me through a Roth conversion and made sure every step made sense for my family. I never felt like I was being sold anything.

L. Boles

Retired Client

★★★★★

I attended Jesse's Zoom expecting another sales pitch, but it wasn't like that at all. It was straightforward education about what a Roth conversion could actually do for my retirement.

K. Chandler

Client

What happens on the call

Step 01

Your Numbers Go In

Pre-tax balance, bracket window before RMDs, existing income. A few minutes. You don't need to prepare anything.

Step 02

The Engine Gets Sized

We model the high-yield dividend sleeve that funds the conversion — your runway, your risk score, the four variables from Chapter 4.

Step 03

You See the Full Picture

Tax cost, conversion pace, projected RMD reduction — all on one screen. You leave with clarity, not a pitch deck.

Step 04

You Decide

I don't like sales. I like clients. If it makes sense to work together, we talk next steps. If not, you still walk away with a clear plan.

Jesse Bradin

Fiduciary Financial Advisor · J Bradin Financial, LLC · CRD #317569

Your IRA was supposed to be a good deal. The Convert Engine is how you fix the deal while the window is still open.