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Unlock Your Retirement Plan

We set up Self-Directed IRA and 401(k) plans, with “checkbook control”. Our Advisors and Tax Attorney are dedicated to providing the highest quality service at the lowest possible cost with ongoing, no-cost consultations.


Real Estate IRA

Did you know you can use your IRA money to buy income-producing Real Estate – With a Self Directed IRA?


Self Directed IRA LLC

A Self Directed IRA LCC is a powerful and flexible tool for retirement investors who want to be in complete control over their investment funds.


Checkbook IRA

A “Checkbook IRA” is an investment platform structured so that a retirement investor has more direct control of the funds. In fact, by simply writing a check, an investment can be made.


Solo 401k

A Solo 401(k) is tailor-made for sole proprietors and independent contractors such as consultants and real estate agents.


Business Funding IRA

You can buy a franchise, start a new business or provide working capital for an existing business…with a Self Directed IRA, 401(k) or other common pension and retirement plans.


Self-Directed IRA Rules & FAQ’s

IRAs, 401(k)s and other tax-deferred retirement plans were designed to benefit the owner at a future point in time…presumably at retirement.


Custodian vs Checkbook IRA

A Checkbook IRA is a more efficient and effective way to utilize a Self-Directed IRA. You can invest into real estate, and much more…


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