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.
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
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.
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.
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.
