We don’t believe in seizing investment opportunities while they’re hot. We like to take our time. We put our thinking cap on and mull over every angle and perspective. We simply don’t feel comfortable about getting down into the trenches too soon, and then live to regret it. We’ll do it with you, and you can have all the time you want to think about it. If the opportunity is no longer available, there will be others.

There’s only one thing we believe in: intelligent planning – before anything else.

Our work is dictated by this process. We don’t take short cuts:

Intelligent Planning

Evaluation of Client’s Profile:
-portfolio mix, investment goals, risk tolerance, investment experience

Discussion of IRA / IRS concepts
-IRA accounts, Roth IRAs, Keoghs, SEP, 401(k), t72, age 59-1/2 versus age 70-1/2, taxation issues, etc.

Presentation of Investment Opportunities
-with explanation of relevant strategies for each

Account Set Up

-Determine amount(s) to be rolled over into self-directed IRA

-Signing of custodian contract

-Full checkbook control facilities and roll out

Managment
           and Execution

-All decisions are responsibility of account holder

-All revenues and income to be kept within IRA-LLC to benefit from deferment

-Account holder may select to remain as part owner or whole owner of IRA-LLC through acquisition of additional shares

OUR COMMITMENT

Money talk has to be candid and honest. This is our commitment. We know what our clients want, and we respect their objectives, help them achieve their targets. We’ll dazzle you with opportunities, but we’ll also temper your excitement with the risks inherent in any investment.

Yin and Yang. There are always two sides to the coin.

We’ll lay down the cards, discuss the rewards and the pitfalls, and banish the myths. But YOU make the final decision. Don’t rely on the manner in which we try to win you, rely only on the facts. That makes for a stronger professional relationship.

If you request it, we’ll even design a special investment package for you.

Remember, the path to retirement comfort is for your funds to earn at least 75% of your employment income. And with inflation, you’ll need to aim for 85%.

Call us. We’ll be happy…just to chat – if that’s all you want for starters. But we’re convinced that after the first 10 minutes, you’ll want to do more than chat.

Retire happy like the well-to-do. Our job is to get you there.