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TAKE CONTROL OF YOUR FINANCIAL FUTURE
Unsure about how to get started?
Navigating the Self-Directed world can be intimidating. Our goal is to make self-directed investing easy to understand and improve accessibility for every investor.
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Let us help you to create intelligent and comprehensive solutions that not only serve to reach your goals, but meet your clients’ financial needs as well.
Traditional IRA
Offers a potential tax deduction in the year in which you contribute and defers taxes on income taken during retirement.
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Roth IRA
Allows you to save and invest after-tax dollars. As time goes on, the investments grow with no additional taxes on qualified distributions.
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Inherited IRA
Enables an ownership option after the passing of the account owner by way of a qualified retirement account.
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Individual 401(k) Plan
Permits self-employed individuals, with no full-time employees, to save for retirement with their spouses.
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SEP IRA
Increases the amount business owners and employees save for their retirement. Participants receive tax benefits while businesses can increase employee retention.
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SIMPLE IRA
Adds value to growing companies (under 100 employees) by enabling companies and participants to contribute to their retirement savings.
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Qualified Investment & Safekeeping Plan
Allows your employees and investors to break free from the stock market through their traditional retirement plan (i.e. 401(k) plan).
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Not Sure What Plan Is Right For You?
We’ve got asset custody down to a science
Traditional Assets
These types of assets are commonly found within the stock market.
Alternative Assets
These types of assets are not publicly traded and tend to be less “liquid” than traditional assets.
Prohibited Assets
These types of assets are not permissible in a qualified account or retirement plan.
INVESTMENT OPTIONS TO REACH YOUR IDEAL RETIREMENT
By using a qualified self-directed account, individuals are provided access to investing in both traditional (publicly traded stocks, bonds and mutual funds) and alternative assets (everything else allowable by the IRS). We specialize exclusively in the non-traditional to grant access to the alternative investment world. Once your account is funded, a world of opportunity is at your fingertips.