Real Success Stories: Self-Directed 401k Transformations
Discover how our clients achieved remarkable results with checkbook control of their retirement funds:
Financial Freedom
Clients gained complete control over their retirement investments, opening doors to independence.
Significant Savings
Thousands saved through strategic self-directed investment choices.
Checkbook Control
Direct access to retirement funds created new opportunities for wealth building.
Entrepreneurs Now Sleep At Night.
Dale Coldwell
Dale and his wife own a small furniture store and desperately wanted to invest in real estate.
Goal: Create enough passive income so they could stop trading their time for money.
The Nielsons
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Galvin Harris
Running a landscaping business is hard enough without having to wonder how long you'll be physically able to keep up.
Real Estate Investors, Finally Free
The Shipleys
Matt & Jess had both been contributing to their company retirement plans, but realized they'd never have enough to retire. They needed a new plan.
Goal: Use retirement funds to purchase an Airbnb properties that will produce passive income.
Kyle Haze
Kyle had jumped into real estate investing and ran into limitations with his IRA, and learned his custodian's process killed many deals.
Goal: Gain same day access to his funds, remove active custodian, AVOID UBIT.
David Sachs
Recently purchased $2M commercial real estate. First-time commercial property owner, previously in residential.
Goal: Reinvest income, optimize tax strategy, access tax free income before retirement age.
High Net Worth, Unlocked
Dan McGee
A recent career shift helped him see more was possible. He had "net worth", but none of it was truly working FOR him.
Goal: Get his money into opportunities where it can generate income that doesn't depend on his time.
Sam Creek
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Justin Richards
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Financial Freedom Seekers
Dan McGee
A recent career shift helped him see more was possible. He had "net worth", but none of it was truly working FOR him.
Goal: Get his money into opportunities where it can generate income that doesn't depend on his time.
Lesley Scott
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Ross L.
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Investment Options Unleashed
Real Estate
Purchase properties directly with your retirement funds.
Tax Liens
Invest in tax certificates for potential high returns.
Private Lending
Be the bank and earn interest on loans.
Business Investments
Fund startups or existing businesses with retirement dollars.