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…




