
About Us
This is who we are.
We are dedicated to creating access to alternative assets through Self-Directed retirement accounts, Checkbook IRAs, and Solo 401(k) Plans.

Greater Control
Enjoy the freedom to buy and manage your own investment decisions in almost any asset class.

Fewer Fees
Our unique approach helps individuals reduce costly processing transactions.

Better Service
We are committed to providing the highest caliber service with our team of specialists.
We value innovation, excellence, passion and selflessness, all to serve our customers well.

Our experienced team of specialists are dedicated to creating access and removing barriers to investments in alternative assets such as real estate, precious metals, digital currency, private equity, and more using tax-advantaged accounts.



We have the right type of account to fit your individual needs.
Self-Directed IRA
Accelerate your retirement potential while leveraging the benefits of tax-deferred or tax-free growth.
Solo 401(k) Plan
Specifically designed for business owners who do not have full-time employees, other than their spouse.
Checkbook IRA
Enjoy greater autonomy and freedom to buy and manage your own investment decisions in almost any asset class.
IRA Trust
An effective estate planning tool that gives an IRA owner more control over how assets are distributed after they die.
We have the right type of account to fit your individual needs.
Our exceptional Self-Directed retirement accounts provide individuals with unique tax-advantaged benefits giving you more control over your financial future.
The journey to financial freedom starts here.
Our Self-Directed platform grants you with the ability to diversify your assets and choose investments based on your unique needs and goals.

We are dedicated to creating access to alternative assets through Checkbook IRAs and Checkbook Solo 401(k)s.