Schedule a time to get your tailored
Schedule a time to get your tailored
roth conversion
roth
conversion
STRATEGy
STRATEGY
INCOME
INVESTMENTS
LEGACY & ESTATE
TAXES
HEALTH CARE
What You're Going To Discover
In This Roth Conversion Strategy Session...
See how your custom Roth Conversion could grow your retirement wealth by over $500,000 compared to a standard conversion—without surprise tax hits.
-
Zero Out-of-Pocket Conversion: Learn how our method avoids the dreaded
“tax bill” while converting, so you keep your cash flow intact. -
Principal Protection & Volatility Control: Find out how strategic bonuses and
risk-management safeguards keep your starting account value secure—even
in a choppy market. -
Smart Tax Bracket Management: Mathematically designed to prevent you from
ever jumping into a higher marginal tax bracket.
What You're
Going To Discover
In This Roth Conversion
Strategy Session...
See how your custom Roth Conversion could grow your retirement wealth by over $500,000 compared to a standard conversion—without surprise tax hits.
-
Zero Out-of-Pocket Conversion: Learn how our method avoids the dreaded
“tax bill” while converting, so you keep your cash flow intact. -
Principal Protection & Volatility Control: Find out how strategic bonuses and
risk-management safeguards keep your starting account value secure—even
in a choppy market. -
Smart Tax Bracket Management: Mathematically designed to prevent you from
ever jumping into a higher marginal tax bracket.
(920) 377-6655
Zastrow_Gregory@nlgroupmail.com
www.lsfgchi.com
Greg Zastrow
Lakeshore Financial Group | Financial Services Representative
Greg Zastrow joins Lakeshore Financial Group with 30 years of experience in the Financial Services Industry.
He has his LUTCF designation, is a life member of the Million Dollar Round Table*, a Top of the Table Member*,
and was named National Producer of the Year while at Bankers Life. He focuses his practice primarily on business owners and retirees, throughout Wisconsin, northern Illinois, Colorado, Oregon and Washington.
He has his LUTCF designation, is a life member of the Million Dollar Round Table*, a Top of the Table Member*,
and was named National Producer of the Year while at Bankers Life. He focuses his practice primarily on business owners and retirees, throughout Wisconsin, northern Illinois, Colorado, Oregon and Washington.
Greg was born in Scottsbluff, Nebraska, but raised in Sheboygan, Wisconsin. He has a Bachelor’s Degree in Business Administration from Wisconsin’s Lakeland University. Today, he makes his home in Plymouth, Wisconsin. He has four grown children and four grandchildren. He is a past Chairman of his local NAIFA and recently served on the Board of Sheboygan County Chaplaincy. During the summer, he likes to spend time fishing in Door County, and during the winter, traveling to Mexico for scuba diving.
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.
Main Office
Make-A-Wish Building
1702 E. Highland Ave Suite 214
Phoenix, AZ 85016
Scottsdale Office
Kierland Corporate Center
7047 E. Greenway Parkway Suite 250
Scottsdale, AZ
Mesa Office
Gateway Executive Suites
4140 E. Baseline Road Suite 10
Mesa, AZ
Glendale Office
Arrowhead Executive Suites
20325 N. 51st Ave Building 5, Suite 134
Glendale, AZ
Greg Zastrow
Financial Services Representative
(920) 377-6655
Zastrow_Gregory@nlgroupmail.com
www.lsfgchi.com
Greg Zastrow joins Lakeshore Financial Group with 30 years of experience in the Financial Services Industry.
He has his LUTCF designation, is a life member of the Million Dollar Round Table*, a Top of the Table Member*,
and was named National Producer of the Year while at Bankers Life. He focuses his practice primarily on business owners and retirees, throughout Wisconsin, northern Illinois, Colorado, Oregon and Washington.
He has his LUTCF designation, is a life member of the Million Dollar Round Table*, a Top of the Table Member*,
and was named National Producer of the Year while at Bankers Life. He focuses his practice primarily on business owners and retirees, throughout Wisconsin, northern Illinois, Colorado, Oregon and Washington.
Greg was born in Scottsbluff, Nebraska, but raised in Sheboygan, Wisconsin. He has a Bachelor’s Degree in Business Administration from Wisconsin’s Lakeland University. Today, he makes his home in Plymouth, Wisconsin. He has four grown children and four grandchildren. He is a past Chairman of his local NAIFA and recently served on the Board of Sheboygan County Chaplaincy. During the summer, he likes to spend time fishing in Door County, and during the winter, traveling to Mexico for scuba diving.
Greg Zastrow is insurance licensed in Wisconsin, Illinois, Colorado, Oregon, and Washington.
*Membership is based on sales criteria
modern retirement
Thought leaders
A Definitive guide for retiring well
Modern Retirement Thought Leaders: A Definitive Guide for Retiring Well
is a contemporary anthology that brings together the wisdom of twelve
leading voices in retirement planning to help readers build a more confident,
purpose-driven retirement. Greg Zastrow contributes as one of the co-authors,
offering his practical insights on aligning financial choices with life goals,
managing risk, and cultivating peace of mind in the transition to retirement.
leading voices in retirement planning to help readers build a more confident,
purpose-driven retirement. Greg Zastrow contributes as one of the co-authors,
offering his practical insights on aligning financial choices with life goals,
managing risk, and cultivating peace of mind in the transition to retirement.
" Modern Retirement Thought Leaders shares invaluable
insight from investment professionals who share their
unique perspectives on working with clients to achieve
their retirement goals. "
Keith Leon S., Publisher and Filmmaker
" Create peace of mind in your golden years by utilizing
the wisdom contained in this book. "
the wisdom contained in this book. "
Dr. John Demartini, International Bestselling Author
of the book 9 Steps to Financial Freedom: Wisdom,
Strategies and Tactics for Abundant Wealth
of the book 9 Steps to Financial Freedom: Wisdom,
Strategies and Tactics for Abundant Wealth
modern retirement
Thought leaders
A Definitive guide for retiring well
Modern Retirement Thought Leaders: A Definitive Guide for Retiring Well is a contemporary anthology that brings together the wisdom of twelve leading voices in retirement planning to help readers build a more confident, purpose-driven retirement. Greg Zastrow contributes as one of the co-authors, offering his practical insights on aligning financial choices with life goals, managing risk, and cultivating peace of mind in the transition to retirement.
" Modern Retirement Thought Leaders shares
invaluable insight from investment professionals
who share their unique perspectives on working
with clients to achieve their retirement goals. "
invaluable insight from investment professionals
who share their unique perspectives on working
with clients to achieve their retirement goals. "
Keith Leon S., Publisher and Filmmaker
" Create peace of mind in your golden years
by utilizing the wisdom contained in this book. "
Dr. John Demartini, International Bestselling
Author of the book 9 Steps to Financial
Freedom: Wisdom, Strategies and Tactics for
Abundant Wealth
Author of the book 9 Steps to Financial
Freedom: Wisdom, Strategies and Tactics for
Abundant Wealth
RYAN AUSLOOS
Financial Services Representative
(920) 377-6655
rausloos@lsfgchi.com
www.lsfgchi.com
Ryan Ausloos graduated from the University of Wisconsin-Madison in 2006 with a Bachelor of Arts degree and went on to earn a Master’s degree from Mount Mary University in 2011, focusing on Communications and Education. Originally from Sheboygan, WI, Ryan spent 15 years as a high school teacher, where he honed his skills in guiding and educating others.
Transitioning into the financial field, Ryan understands that planning for the future—whether early in a career or close to retirement—can be overwhelming. He is dedicated to helping clients navigate these challenges by breaking down complex financial concepts into manageable steps and ensuring they feel supported throughout the process.
His expertise includes retirement planning, estate planning, and working with small businesses.
Ryan currently resides in Woodridge, IL, with his two daughters, Hattie and Nora. He is most proud of his daughters and takes great satisfaction in using his educational background to serve his clients effectively.
Ryan Ausloos is an Investment Adviser Representative and investment advisory services are offered solely by ESI Financial Advisors. Lakeshore Financial Group is independent of ESI Financial Advisors.
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.
Main Office
Make-A-Wish Building
1702 E. Highland Ave Suite 214
Phoenix, AZ 85016
Scottsdale Office
Kierland Corporate Center
7047 E. Greenway Parkway Suite 250
Scottsdale, AZ
Mesa Office
Gateway Executive Suites
4140 E. Baseline Road Suite 10
Mesa, AZ
Glendale Office
Arrowhead Executive Suites
20325 N. 51st Ave Building 5, Suite 134
Glendale, AZ
(920) 377-6655
rausloos@lsfgchi.com
www.lsfgchi.com
RYAN AUSLOOS
Lakeshore Financial Group | Financial Services Representative
Ryan Ausloos graduated from the University of Wisconsin-Madison in 2006 with a Bachelor of Arts degree and went on to earn a Master’s degree from Mount Mary University in 2011, focusing on Communications and Education. Originally from Sheboygan, WI, Ryan spent 15 years as a high school teacher, where he honed his skills in guiding and educating others.
Transitioning into the financial field, Ryan understands that planning for the future—whether early in a career or close to retirement—can be overwhelming. He is dedicated to helping clients navigate these challenges by breaking down complex financial concepts into manageable steps and ensuring they feel supported throughout the process.
His expertise includes retirement planning, estate planning, and working with small businesses.
His expertise includes retirement planning, estate planning, and working with small businesses.
Ryan currently resides in Woodridge, IL, with his two daughters, Hattie and Nora. He is most proud of his daughters and takes great satisfaction in using his educational background to serve his clients effectively.
Ryan Ausloos is an Investment Adviser Representative and investment advisory services are offered solely by ESI Financial Advisors. Lakeshore Financial Group is independent of ESI Financial Advisors.
Get Your Tailored
ROTH CONVERSION
STRATEGY
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.
Main Office
Make-A-Wish Building
1702 E. Highland Ave Suite 214
Phoenix, AZ 85016
Scottsdale Office
Kierland Corporate Center
7047 E. Greenway Parkway Suite 250
Scottsdale, AZ
Mesa Office
Gateway Executive Suites
4140 E. Baseline Road Suite 10
Mesa, AZ
Glendale Office
Arrowhead Executive Suites
20325 N. 51st Ave Building 5, Suite 134
Glendale, AZ
Keeping It Real Episode 1
w/ greg zastrow & marc rogers
Greg and Marc talk about dealing with loss, the importance of having crucial conversations with loved ones, and planning for one's financial future.
Keeping It Real Episode 2
w/ greg zastrow & marc rogers
Greg and Marc talk living longer but not always healthier, as well as the future of medicare and the benefits of using life insurance as a tool for building generational wealth.
Keeping It Real Episode 3
w/ greg zastrow & marc rogers
Greg and Marc continue their conversation about what it means to grow old in America and how best to ensure that your financial future and those of your loved ones is taken care of.
finance leaders Retirement insights
w/ greg zastrow & ryan ausloos
Greg and Marc continue their conversation about what it means to grow old in America and how best to ensure that your financial future and those of your loved ones is taken care of.
Keeping It Real Episode 1
w/ greg zastrow & marc rogers
Greg and Marc talk about dealing with loss, the importance of having crucial conversations with loved ones, and planning for one's financial future.
Keeping It Real Episode 2
w/ greg zastrow & marc rogers
Greg and Marc talk living longer but not always healthier, as well as the future of medicare and the benefits of using life insurance as a tool for building generational wealth.
Keeping It Real Episode 3
w/ greg zastrow & marc rogers
Greg and Marc continue their conversation about what it means to grow old in America and how best to ensure that your financial future and those of your loved ones is taken care of.
finance leaders Retirement insights
w/ greg zastrow & ryan ausloos
Greg and Marc continue their conversation about what it means to grow old in America and how best to ensure that your financial future and those of your loved ones is taken care of.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, 1 N Franklin St. Suite 3450, Chicago, Illinois 60606 312-236-2500. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, Montpelier, Vermont. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc.
Lakeshore Financial Group and all other entities and individuals are independent of Equity Services, Inc. and the National Life Group of companies unless otherwise noted.
Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.
National Life Group® is a trade name of National Life Insurance Company, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, Montpelier, Vermont.
The views and information contained herein have been prepared independently of the presenting Representative/Agent, are presented for informational purposes only, and should not be construed as investment advice.
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