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About Us

A Personal Note From the Founder of Self Directed Retirement Plans LLC

When I first started Self Directed Retirement Plans LLC, it wasn’t about building the biggest firm out there. I just wanted to offer people experienced, honest, and personal service-and do it at a price that made sense.

Through the years, we have grown and are an industry leader, especially in the world of self-directed 401(k)s. Our clients span the country and even the world but that personal approach is still what drives us.

Why Does Self-Directed Retirement Planning Matter, You Ask?

Every day, about 10,000 people turn 60-and many of them want more control over their retirement savings. A properly structured self-directed IRA or 401(k) gives you that control.
One thing we like to stress is this:
A self-directed account allows the client to have all the investment choices they previously had, but opens their plans to all types of new asset classes—real estate (both foreign and domestic), precious metals, tax liens, lending, and more.
Almost anything legal is available.

So Let Me Tell You How We Help You…

We take care of all the legal drafting required to establish your new plan. You can rest easy knowing it’s fully compliant with IRS and ERISA regulations.
Our clients have direct and unlimited access to us-whether it’s your first question or your fiftieth. We know this process is new for many people, so we encourage your calls and emails. That’s what we’re here for.

But Why Should you Trust Us?

Great question.
We’ve talked to many frustrated clients of third-party custodians who said: “They charged me fees, but wouldn’t give me any real advice.”
That’s not how we work.
Our goal is to give you guidance-to explain what can and can’t be done with your self-directed retirement plan. And we do it in plain English.
No longer do you have to beg and plead with a faceless voice over a phone to make the investments you want. You can now have a trusted advisor, in real sense.

So Coming Back to… Here’s Who We Are and What We Offer

We’re a national financial services company backed by a consortium of tax professionals and attorneys. Our goal is to help individuals and professionals make full use of the tax code’s benefits by utilizing tax-exempt entities like IRAs, SEPs, and pension plans.
We help clients achieve something powerful: checkbook control over their retirement plans.
What we help you do:
  • Handle the entire transfer and funding process of your IRA or 401(k)
  • Set up plans to invest legally in real estate or businesses
  • Manage pooled IRA funds for larger investments with defined returns
  • Connect you to our preferred partner network for real estate opportunities
Our extended team includes:
  • Tax Attorneys
  • Registered Investment Advisors
  • CPAs
  • Realtor Brokers & Property Managers
  • Certified Estate Advisors

Why People Choose Us and Stay With Us

We are advisors, not just form fillers. We guide you through the process, help you make sense of the rules, and answer your questions-even years down the line.
We become your primary resource for IRA investment decisions-and a trusted source for real estate referrals through our partner network.
So once again, give us a call, introduce yourself, and give us a shot at earning your business.

Ready to Talk?

If you’re ready to explore what’s possible with a self-directed retirement plan or if you’re just looking for a real person who will actually take your call, I’d love to hear from you.
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