Why working with our owners matters

We exist to help our clients reach their business goals

Our clients often tell us that they often realize the importance of working with company owners after they speak with the sales staff of other companies.

The majority of self-directed companies don’t make their owners accessible – especially at the initial consultation or during account set up. These companies have to charge higher fees to pay sales staff and pay referral fees, resulting in higher fees to you.

At My Solo 401k Financial, every client speaks with our expert owners who have more than 30 years of combined experience in the industry, before, during and after the account establishment. Therefore, all of your questions are answered in a timely fashion and not by a sales representative.

Put differently, because My Solo 401k Financial does not pay broker referral or sales commission fees  and our owners speak with every client, our interests are aligned with our clients interests.

Business owners nationwide benefit every day from our commitment to:  transparency, compliance, competitive fees, and our highly responsive and expert customer service. It is for all of these reasons that we have thousands of clients who continue to use our services and refer their colleagues and friends to our company.