Investor

Helping you retire and stay retired is our priority.

The sad truth is that most investors save and invest for retirement the wrong way by investing most or all their money in stocks that provide low returns, unpredictable and unsuccessful financial planning results.  If these same investors changed from investing most of their money in stocks to investing most of their money in real estate, they could retire sooner with less money invested and have their income and principal grow during their retirement.

Most stock investors don’t even know that they have other options because their current financial advisers have no interest in sharing these important secrets with them.
That is why we offer a complimentary IRA Makeover.  Simply provide us with some very basic information and you will receive a free copy of “The Real Estate IRA Retirement Planning Guide” as our gift, plus a free retirement date specific information package.

Then if you wish, we can refer you to a Financial Advisor that offers a no-cost no-obligation Complimentary Consultation.  This Complimentary Consultation can quickly determine if you are on track to live your dream retirement or if you need a Retirement Planning Makeover.

Regardless of whether you have one hundred, one hundred thousand, or one hundred million dollars to invest, a Certified Real Estate IRA Advisor™ will discuss with you how to build a retirement, financial and legacy plan with real estate as a core investment holding at no cost or obligation.

Certification Options

A Real Estate IRA University Certification will afford you the knowledge and credentials to be able to confidently and competently implement the options available within a Self Directed Retirement Account.
Certifications

Get Planning Advice

Looking to develop a plan with a Certified Financial Planner, Certified Investment Advisor, Wealth Management Advisor or Asset Management Specialist, our staff can help.