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Roth Conversion Strategies

Unlock a Tax-Free Retirement in 20 Minutes! Got Roth conversion questions? Get expert answers—fast & free!

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Expert Advice

Patrick Smith, a Roth expert with 50+ years of experience, will help you reduce taxes & maximize savings.

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Free eBook

Request Your FREE Roth Conversion eBook via phone, text, or email below!

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Book a Call!

Schedule Your FREE 20-Minute Call to find out which Roth Strategy is right for you!
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 BERING FINANCIAL

 

1500 Corporate Circle Ste 11
Southlake, TX 76092

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   ‪(817) 767-3548‬

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   beringfinancial@gmail.com

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Contact Us

Bering Financial specializes in arming clients with knowledge and awareness about their money

that empowers them to make better financial decisions for their family and their future.​


Thomas Patrick Smith ​(dba Bering Financial, LLC) is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Bering Financial, LLC. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.

 

Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies. 

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No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Realta Equities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

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The information being provided is a courtesy. When you click on any link to another website provided herewith, you  are leaving this site.

Bering Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving the Bering Financial website and assume total responsibility and risk for your use of these sites.

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Information regarding securities issues and markets is obtained from sources believed to be reliable, but is not guaranteed as to accuracy, completeness, or fitness to a particular use. This website is intended solely to convey general information about the products and services provided by Bering Financial and is not investment advice or the solicitation for the purchase or sale of any security, product or service.

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© 2023 BERING FINANCIAL, LLC. All Rights Reserved. 

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