How it works

Understanding our approach

A Self-Directed Individual Retirement Account allows someone with the ability to invest into offerings that are go beyond typical Wall Street investments. Many of our Members who choose to make the shift from Statement Wealth to a more Contractual Wealth choose the Self-Directed approach in conjunction with some of the private offerings that we introduce to them. This investments and plans work best within our planning process in order to ensure that all of the proper rules and regulations are met. While there may be risk within any investment strategy; this could be a potential solution to create a more predictable retirement income. If you would like to learn more about Self-Directed IRA’s we want to invite you into our office to learn more.