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We Make it Easy

We are with you at every step of the way with our exceptional service, experience and expertise to help you achieve your goals.

 

My Solo 401k Financial helped make my dream come true!

Jenn Jenkins
Total Fitness Gym of Austin

Photo credit: Trey Mewes, Austin Daily Herald

Exceptional Service

We understand that to achieve your goals, you need timely and responsive support. We are grateful that our clients and others have recognized the exceptional service that we provide.

 

  • My Solo 401k gets an "A+" for customer satisfaction.

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  • "...The authority when it comes to self-directed 401k. Very knowledgeable and great communication skills..."
    Tim Carpenter - Houston, Texas
  • "I’ve appreciated being able to send an email to them and having an answer quickly and in a language I understand. The ability to deal with the owners of this company versus just an agent at another company was one of the many reasons I decided to use My Solo 401K Financial."
    Paul Cuccia - Shirley, NY
  • "Outstanding execution of this entire setup process, smooth and fast. I can’t say enough about your quality and attention to detail."
    Chris R. - Purchase, NY
  • "I’ve appreciated being able to send an email to them and having an answer quickly and in a language I understand. The ability to deal with the owners of this company versus just an agent at another company was one of the many reasons I decided to use My Solo 401K Financial."
    Paul Cuccia - Shirley, NY

 


With the help of the team at My Solo 401k Financial, I was able to leave my corporate job and start my own venture.

David Obal
Independent FedEx Delivery Business


 

Experience

With over 30 years of combined experience, we have helped thousands of clients achieve their objectives and will draw on that experience to help you reach your goals

Takata Family

It is a complex process that was made easier with assistance from My Solo 401k Financial. I selected this company after phone interviews with 3 firms. My Solo 401k Financial provided personalized service and their attention to detail was very comforting...very responsive...answered every question with a level of confidence that supported their experience and knowledge. I would definitely recommend My Solo 401k Financial to other franchisees.


Dave Takata, Owner of Togo's Sandwhich Franchise

Grow. Control. Direct.

Expertise

Our team is led by our expert Compliance Officer and Harvard Law Attorney who will guide you through the process and to provide ongoing support.

team altea

 

Since I was able to use my retirement money without paying early withdrawal taxes or penalties, I was able to launch my business debt-free which will go a long way towards our success.


- George Stone, Owner of French Fry Heaven Franchise

 

We're Here for You

You will get the support you need so you can reach your goals.

Solo 401k


INVEST IN: precious metals, tax liens, real estate, promissory notes, private equity and equities.

A Solo 401k allows owner-only businesses to process solo 401k loans, to maximize retirement savings at a low cost and the flexibility to invest in traditional and alternative investments tax free or by deferring taxes.

401k Business Financing


ROBS 401k PLAN: Fund your business start-up, penalty free with retirement funds.

401k Business Financing is perfect for entrepreneurs seeking readily available capital, especially those looking for interest-free or no-hassle business financing sources.

401k Business FinanciNG Overview

Compare Our Plan Process Benefits Dos & Don'ts Pricing FAQ's

IRA LLC


INVEST IN: real estate, precious metals, tax liens, promissory notes, private equity and equities.

IRA LLC OVERVIEW is similar to a Solo 401k in that it can be invested in alternative investments by writing checks, but it does not allow for a loan.

Help & Support


We are passionate about helping you take control of your retirement money & have helped thousands of clients to do so. Let us help you.

MySolo401k.net BBB Business Review

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