INVESTMENTS 101

Your diversified portfolio could use a little more diversity

As investors, we’re all advised to do things a certain way (Stocks. Bonds. Rinse. Repeat.), leaving those more spirited investors looking for other options.

Fortunately, a self-directed account gives you the control, freedom, and flexibility to pursue broader investments with greater opportunity, while protecting your portfolio from stock market volatility.

Slide

INVESTMENT OPTIONS

The world is your portfolio

INVESTMENT PROCESS

For investments off the beaten path, you need a good trail guide

That’s where we come in. While the choice to invest in a brewery or a condo complex is entirely up to you, getting your self-directed funds to their final destination is up to us.

So while you focus on big ideas, we’ll help turn them into done deals.

CASE STUDIES

Real stories.
Real investments.
Real success.

Jerry
Jerry structured a loan with his IRA.
1/3
Kathy
Kathy took ownership in a company pre-IPO with her IRA.
2/3
Luis
Luis bought a condo complex with his IRA.
3/3

CASE STUDIES

Real stories.
Real investments.
Real success.

Slide

EDUCATION CENTER

Want to learn more about self-directed investments?

Essential Viewing

Play Video
Foundations of a Self Directed IRA

Upcoming IRA Events

  • Wed26 May
    12:00PMMDT
    Thinking Beyond the 529: Creative Ways to Save for Your Children’s College Education
    ONLINESaving for your children’s education can be a wonderful way to set them up for success. College is a major investment, as the average four-year public school costs roughly $84,000, while the average four-year private college costs $188,000. While there are many ways to save for college, including Education Savings Accounts (ESAs), 529 Plans, and UGMA or UTMA accounts, the various savings plans all have different rules and benefits.

    Join Seth Rosenberg CLU®, CFP®, LUTCF®, GFS® with Ability First Financial to learn about lesser-known yet highly effective ways to save for your children’s education, and more importantly WHY you should consider them. If you have children or grandchildren who plan to attend college, this webinar is for you.
    REGISTER