I started this business out of frustration.
Many moons ago, I owned and operated a multimillion dollar business. While that business was exciting in the initial years, and even though I was the owner, it started turning into a job. Finally, I decided to sell the business and retire to Arizona.
When I retired to Arizona, I was only 47 years old, and much more importantly, my wife was sick of me hanging around the house. Since one of the major issues I was facing at the time was managing my portfolio, I decided I would become a financial planner. After all, how could you beat getting paid to talk about a subject you love, personal finances?
Then, back in 2003, I was introduced to a concept that would change my view on the financial world: the self directed IRA. At first I took the standard attitude of a financial planner and didn’t believe you could really achieve all the great things attributed to self directed retirement accounts. But the more I looked into them, the more I was amazed.
What was truly amazing though is the attitude of traditional financial planners. I found out that since I was licensed to sell securities, for various reasons I was not allowed to talk about self directed retirement plans. Imagine that: a financial planner who couldn’t give his clients the full range of financial choices. . . this is probably the reason why so few people are really aware that they can directly invest their IRA assets in practically anything they want.
Well, starting from the beginning, I was frustrated about not being able to share with people the full range of their retirement investment options, and so I told Wall Street to take a hike, and instead chose to be able to share with people the gospel of self directed IRAs.
So now that you know me, give us a call, and I’ll be more than happy to talk with you personally.
A couple of other points.
The first is that my company’s job is to give you advice on what you can and can’t do with your self directed retirement plan. I emphasize this as I’ve talked with quite a few frustrated clients of custodians, complaining about custodians taking fees but not giving advice.
Another point I’d like to make is that we are not a Third Party Administrator. This is important, as those companies tend to nickel and dime you for practically everything. We charge an initial fee and a small annual licensing fee, otherwise we are out of your pocket.
So once again, give us a call and introduce yourself, and give us a shot at earning your business. You can also continue reading to learn more about Self Directed Retirement Plans LLC.
Self Directed Retirement Plans LLC is the Industry Leader in Flexible IRA Solutions
Self Directed Retirement Plans is a national marketing and financial services company with a consortium of tax professionals and Tax Attorneys. Our purpose is to educate individuals and other professionals about the many benefits contained in the tax code. In particular, we advise clients on how to fully utilize tax exempt entities such as IRAs, SEPs, and pension plans, so as to give them check book control over their retirement plans, including iras.
We assist you with the entire transfer and funding process of your IRA or 401K funds for conversion into business entities where you can legally invest in Real Estate or other businesses. We provide guidance and referrals to our investor network of preferred partners that can locate investment properties, or tenant-in-common investments. We also manage larger investments by utilizing pooled IRA funds with specific rates of return.
It is our philosophy that sets us apart. We are self directed IRA advisors who can facilitate the entire transfer and funding process. We are able to provide the best services and advice from tax attorneys, CPAs, Certified Estate Advisors, Registered Investment Advisors, Realtor Brokers, and Property Managers who specifically deal with the checkbook control LLC IRAs. This ensures personal attention for any questions or concerns you may have.
When you choose Self Directed Retirement Plans, we become your primary resource for answering your IRA investment questions and a large resource for real estate investment referrals through our preferred partner network. Customer satisfaction is our number one asset.
No longer do they have to beg and plead with a faceless voice over a phone to make the investments they want. Now individuals can invest their IRA funds directly in assets such as real estate, tax liens, deeds of trust, and in certain circumstances a family members education.
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