Take Full Control of Your Retirement Funds

Save thousands each year with our expert guidance on your Self-Directed Retirement Plans, with no hidden fees or custodial delays.

Self-Directed Retirement Solutions That Offer You Freedom & Flexibility

Self-Directed 401(k)

Maximize your retirement savings with self-directed 401(k) plans that offer expanded investment choices and the potential for significant tax-deferred growth. We’ll work with you to create a plan that aligns with your unique goals and risk tolerance.

Self-Directed IRA

Take full control of your future with a Self-Directed IRA. Say goodbye to the limitations of standard retirement accounts, and explore a wide range of investment opportunities with full access to your funds – whenever you need them.

Stress-Free Retirement in Just 3 Steps

Reap the rewards of smart investments and live the retirement you’ve worked hard for.

1

Open an Account

Select the account that fits your goals and complete your setup online in just minutes.

2

Add Funds

Easily transfer funds or roll over existing accounts with guidance from our expert team.

3

Start Investing

Explore opportunities in real estate, crypto, and more-all managed in one place.

Alternate Investments Options for Self-Directed Accounts

Self-directed solutions put you in the drivers seat by letting you choose what you want to invest in.

Who Do We Help?

We’ve helped thousands of people with various backgrounds get full control of their retirement savings.

Entrepreneurs

If you're a self-employed professional or a business owner, you can unlock the full potential of your retirement accounts with a self-directed 401(k). Invest in real estate, precious metals, and alternative assets while maximizing savings and building wealth on your terms.

Real Estate Investors

Passionate about real estate? Our self-directed 401(k) and IRA solutions let you fund and manage property investments easily. With checkbook control, you can buy, sell, and generate passive income-without waiting for custodian approvals.

High-Net-Worth Individuals

Looking to diversify beyond stocks and bonds? Our self-directed 401(k) gives you access to real estate, private equity, and exclusive non-traditional investments. We help you preserve and grow your wealth while keeping full control over your retirement funds.

Small Business Owners

For business owners, our solutions let you offer retirement plans for yourself and your employees-without the constraints of traditional options. Invest in assets that align with your business goals, creating long-term financial security for your company and its future.

Individuals Seeking Greater Control

Whether you have an IRA, 401(k), or retirement savings from a previous employer, we help you regain control and invest your way—without the middleman. Choose investments that align with your values and maximize your returns while keeping fees low.

Discover How Some of Our clients Have Quadrupled Their Retirement Savings

Why Trust Us
With Your
Retirement Plans?

25+

Years of Experience

0

Transaction Fee

No Middlemen, No Hidden Fees

We don’t take a cut of your wealth. With us, you pay a flat $195/year starting in Year 2 – no hidden costs, no commissions, and no surprises.
Entrepreneurs, real estate investors, and high-net-worth individuals—we customize our guidance to fit your financial goals, whoever you are.
As a passive custodian, we don’t slow you down with unnecessary approvals. No red tape, no delays, no paperwork to submit or unnecessary permissions with us.
We help you navigate the rules, so you can confidently invest without worrying about penalties or prohibited transactions.
One of the most powerful investment opportunities available, you can use your self-directed 401(k) to generate passive income and long-term growth through real estate.
We guide you through every step and help you explore the various ways your self-directed retirement account can help you achieve your financial goals.

Ready to Take Control of Your Retirement?

Unlock the power of self-directed investments and ensure every dollar is working towards your future with expert guidance and flexible solutions.

Partner With Us

We’re fast, transparent, supportive and client-centered. Our goal is to help you help your clients gain an unmatched level of flexibility and control over their retirement funds. 

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Download Self Directed IRA Setup Guide

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Download Self Directed 401k Application Guides

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