Retirement Plans

We will help you take control of your retirement funds. Whether  you want to invest in your own business or choose to invest passively in alternative investments such as real estate, notes, metals and tax liens, or take a 401k participant loan, we offer a 401k/PSP plan or IRA to fit your needs.


Retirement Account Options

We offer retirement accounts for those who want to take control of their nest egg.

Business Financing 401(k)
This is the retirement plan of choice for those who need capital to finance their new or existing business.

Solo 401(k)
The retirement account of choice for the self-employed as it allows for checkbook control for investing in alternative investments such as real estate, notes, tax lines, metals and private equity as well as participant loans.

IRA LLC
A great way to limit custodian involvement and save on fees.

Which account is right for you?
Compare our plans »

Why choose My Solo 401k Financial

Expertise

We have been in business since 2009.  Our team is led by our Founder/Compliance Officer Mark Nolan and George Blower (attorney, Harvard Law).  Mark has over 18 years experience in the industry and together they have over 30 years of experience.  We have helped thousands of individuals take control of their retirement accounts.

You pick your own investments

Whether yo want to invest in your own business or alternative investments such as real estate, notes, tax liens or metals, we are here to answer your questions on the rules and regulations surrounding these types of alternative investments. 

We’re here for you

The entire My Solo 401k Financial team works very hard to maintain our Pristine Reputation with no negative reviews! We are grateful that our customers and others have recognized our experience, expertise & customer service in selecting us over other options that are available to them. We have received “5-Star” & “A plus” ratings from the Better Business Bureau (BBB) and have never received a single customer complaint served against us as confirmed by the BBB. See our Yelp page where we have received 100% 5-star ratings for all customer reviews.

We are here to help

We can provide all the help you need to set up your plan. Call us at 800-489-7571.

Monday-Saturday

7:30 am – 5:30 pm PT

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