Self Directed Information

Each day there are 10,000 people turning 60. Most of those have built nest eggs and for various reasons are looking for more control. Utilizing a properly established self directed IRA or 401 k gives them the control. One thing we like to stress is this: a self directed account allows the client to have all the investment choices they previously had but opens their plans to all types of new asset classes – real estate both foreign and domestic, precious metals, tax liens, lending etc. Almost anything legal is available. Our company’s objective is to give advice on what can and can’t be done with your self directed retirement plan. We emphasize this because we have talked with quite a few frustrated clients of third party custodians, complaining the custodians charge fees but refuse to give advice. Customer satisfaction is our number one asset, and also why we have continued to organically rank on the 1st page of Google for well over a decade. We create all the legal drafting required to establish the new plans. Our clients can be assured their plans are current and comply with the the tax and ERISA rules. Our clients have direct and unlimited access when they have questions, now or years from now. We understand this is a new process for most so we encourage calls or emails. You now know a little about us, give us a call, and we’ll be more than happy to talk with you personally.