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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

Greater Control

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

Fewer Fees

Fewer Fees

Our unique approach helps individuals reduce costly processing transactions.

Better Service

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.

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.

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

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