| What You Gain | What Your Clients Gain |
|---|---|
 A fast, compliant setup process that gets them investing quickly |
 Immediate access to their retirement funds, no custodian delays |
 A flat-fee structure. No commissions, no conflicts |
 Full transparency with no surprise charges or transaction fees |
 A partner who handles the heavy lifting for you |
 Support at every step, from onboarding to investment execution |
 Confidence that their plan is IRS- and ERISA-compliant |
 Peace of mind knowing their investments are secure and legal |
 A real relationship, not a faceless platform |
 A real human who will pick up the phone, and guide them through the process |
We work with your clients to establish their self-directed 401(k) quickly and compliantly-often within a few days. No long waits. No unnecessary paperwork. Just fast, friction-free setup.
Your clients move forward with a simple flat annual fee. No commissions. No percentage cuts. No surprises. Just full clarity on what they’re paying-and why.
We exclusively work with custodians that don’t charge transaction fees. That means clients can move funds when they need to-without losing money to unnecessary costs or delays.
From first-time questions to complex compliance scenarios, our team is just a call or email away. We guide your clients personally, so they feel confident every step of the way.
Show your clients how to grow retirement savings while keeping more of what they earn through smart tax planning.
Give your clients more options beyond stocks and bonds, with investments they can see and understand.
Help your clients use retirement funds to invest in real estate - faster and smarter than traditional methods.
Guide business owners to protect what they've built while creating lasting retirement income.
Connect with investors ready to put retirement funds into alternative investments.
Help clients take control of their retirement while staying fully compliant.
