Share Your Success Story!

We love telling the story of self-directed IRAs. It’s a story we feel everyone is entitled to. Like you, our co-founders were compelled to put their personal investment strategies to work in their IRAs. 20 years ago, they garnered quality returns from their real estate investments while their retirement plans struggled in the stock market. They needed a way to unite their tried and true alternative investment strategy with the tax benefits of self-directed retirement plans.

Before you discovered self-direction you may have enlisted the services of a stock broker or financial advisor who either didn’t understand alternative assets or stood to lose too many commissions by sharing the truth; our co-founders certainly did. Once they learned about their full spectrum of options and incorporated alternative IRA investments into their tax-advantaged accounts, they discovered a new level of freedom and developed a passion for helping others do the same.

This passion inspired them to create New Direction Trust Company. In so doing, they have been privileged to assist other investors in taking control of their retirement futures. Many of you have enjoyed great success since we opened our doors in 2003. Did you know that your success story may inspire others? We invite you to share your story and help others understand the opportunities available through self-directed investing. We’re beginning a webinar series that will allow successful investors like you to get the word out!

If you would like to participate in one of our fun and informative webinars:

  • You may contribute your success story with as much anonymity as you like.
  • You can participate in the webinar from your home or office.
  • We can conduct the presentation in any format of your choosing (an interview, a conversation, etc.).
  • We're aiming for about 20-30 minutes in length, but we're flexible on this time frame.

Please contact our content editor at 877-742-1270 (Ext. 147) or if you’re interested in participating in our webinar series.