Solo 401k

Our Solo 401k clients are owner-only businesses whose objectives may include taking a solo 401k loan, maximizing retirement savings and investing in alternative investments.

401k Business Financing

Our 401k Business Financing clients are entrepreneurs are seeking to fund their business with their retirement savings without paying taxes or penalties.


While our our IRA LLC clients may not have their own business, they still want a plan that will allow them to invest in alternative investments with checkbook control.

Client Success

With a passion for small business and entrepreneurs, My Solo 401k Financial is proud to have had helped countless clients achieve success.