Why service is important

 “Make it easy”

We exist to service our clients. Our top priority is to make it easy for our clients. That’s why we focus on experience, expertise and stewardship.

Here’s how we accomplish this:

Experience

It all starts with our founders who have over 30 years of combined experience in the industry. Not only are our owners hands on with our staff, they also pick up the phone to service clients.  We are one of the only companies open on Saturday and our owners are hands-on in ensuring an outstanding customer service experience. Our staff and owners are thus guided by a simple statement: “We make it easy.”

Expertise

Whether you are seeking to invest your retirement funds in your own business through the rollover business startup (ROBS) 401k/PSP Plan or self-directing your IRA or solo 401k in alternative investments such as real estate, precious metals, notes, tax liens, and private shares, to name a few, you can draw on our expertise to choose the right retirement plan. Led by an expert Attorney (Harvard Law) and seasoned Compliance Officer having over 30 years of combined experience, we are well-equipped to assist you with your self-directed retirement account needs.

Stewardship

We help our clients take control of their retirement money, and our clients hire us to be their retirement plan provider and to educate them so they can choose the right plan.  Our products and services provide our clients the freedom to use their retirement funds to finance their own business, invest in alternative investments such as real estate, private companies, private notes as well as process loans from their 401k.

Because we never hold your money nor offer you investment advice, we can focus on what we do best: providing IRS-approved retirement plans, expert plan support, and responsive and energetic customer service.

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