Vendors that we proudly recommend:
Since 1971, Robert Hall & Associates has been offering professional tax advice to the residents of Southern California as well as nationwide. They have built a reputable track record helping individuals and businesses of all sizes with day to day accounting and tax issues. They provide expert tax advice along with personalized service. They specialize in working with small business owners and real estate investors.
(818) 242-4888 | www.roberthalltaxes.com
For self-directed IRA & Solo 401k questions request consultation with Philip Duncan.
Marshall Reddick Real Estate is a residential real estate firm based out of Newport Beach, CA that offers a one-stop shop for all things residential real estate. Whether you are looking to purchase a primary residence to call your dream home, an investment property to rent out, or you need to sell a property, their team can do it all. They also offer in-house property management for landlords and private lending for those looking to borrow money to purchase non-owner occupied real estate and/or invest in mortgages or trust deeds. Their innovative structure and vast knowledge enables them to tailor their services to each client’s unique needs and financial goals.
(949) 885-8180 | marshallreddick.com | DRE# 01904891
4299 MacArthur Blvd. Suite 105, Newport Beach, CA 92660
At Fairview Law Group, we are dedicated to providing innovative and high-quality legal solutions that are tailored to the goals of our clients. By assessing our clients’ needs at their inception and taking an “education first” approach, we are able to analyze every legal problem, no matter the size, with specific solutions in mind. We seek to foster a partnership with our clients where we are seen as an invaluable resource and an integral part of the planning, growth and development of both their personal and business interests. Our legal services include estate planning, self-directed IRA consulting, business counseling services, and tax / IRS controversy issues.
Warren L. Baker | Attorney-at-law | warren@fairviewlawgroup.com
1910 Fairview Avenue E., Suite 500, Seattle, WA 98102
(206) 753-0305 | www.fairviewlawgroup.com
Mat Sorensen is a lawyer, best-selling author, and a national speaker and expert on self-directed retirement accounts. Mat has advised thousands of clients with self directed retirement plan investments. He has also established IRA/LLCs, partnerships, private offerings, corporations, and other investment structures with self directed IRAs and 401(k)s. In addition to account owners, his clients have included trust companies, financial institutions, insurance companies, hedge funds, investment sponsors, and third-party administrators.
Mat is the author of The Self Directed IRA Handbook: An Authoritative Guide for Self Directed Retirement Plan Investors and Their Advisors. He is a partner at Kyler Kohler Ostermiller & Sorensen, LLP in its Phoenix, AZ office.
Mat Sorensen | Attorney & Best-Selling Author| mat@kkoslawyers.com
3033 N. Central Avenue, Suite 415 Phoenix, Arizona 85012
(602)761-9798 | www.sdirahandbook.com
PAX Financial Group, LLC was founded on the idea that an advisor must have the heart of a teacher. However, we know that we can’t just teach; we must walk through life with our clients. That means we strive to consistently hire the best talent, serve using the best technology, and implement our planning with an unbiased selection of products and services.
We offer a wide variety of products and services to help you solve today’s personal and business financial problems and enable you to prepare for the future; whether that be for your business and it’s employees or for your family. Our focus is on helping you improve your financial plans and quality of life through strategies for investing.
Darryl W. Lyons, ChFC, CFP®, AIF ® | Chief Executive Officer | darryl@paxfg.com
270 N Loop 1604 E, Ste. 200, San Antonio, TX 78232
(210) 881-5703 | www.paxfinancialgroup.com
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Exchange Resources, Inc. specializes in simultaneous, delayed, build-to-suit, reverse, and personal property §1031 tax-deferred exchanges, as well as holdback accounts, for clients throughout the United States and abroad. Their professional staff includes attorneys and a Certified Exchange Specialist® who are available to handle your exchange questions.
Phil Atwan | Vice President | Direct (213) 479-8800 | philatwan@earthlink.net
Toll Free (877) 799-1031 | www.exchangeresources.net
Curative Title Solutions was founded to provide a timely, cost-effective and quality solution for handling curative title resolution and underwriting/ATO support. We will research the issue and determine the curative steps necessary in order to resolve the issue. In addition, we can offer support to your title, search/exam, escrow and sales departments with technical title issues, including reviewing complex title files, plotting legal descriptions, reviewing complex closing instructions, training and auditing.
Equity Valuation Associates (EVA), formerly ERISA Valuation Associates, has been providing independent closely held asset valuations to retirement plan sponsors, plan administrators, and the banking and trust industry since 1984. EVA currently provides valuations to numerous bank and trust companies and pension plans, profit sharing plans, 401k plans, and Individual Retirement Accounts.
At Equity Valuation Associates, our experienced appraisers take the unique approach of offering cost-effective valuations that are tailored to the end user’s needs and cost restrictions.
Whether needing a limited scope valuation for a trust or government reporting requirement or full scope valuations for situations such as large estates, marital dissolution, and complex business transactions, you can count on the valuation experts at EVA for an independent, nonbiased valuation of your asset, investment, note, or closely held business.
(808) 637-8480 | www.EVAValue.com| info@evavalue.com
67-079 Nauahi St. #1297, Waialua, HI 96791
What our clients are saying:
I started a Solo 401K plan with Dmitriy’s Sense Financial in 2015. It has been a great experience since then and the Solo 401k plan has been a wonderful tool.
Tony S. – Skillman, NJ
In my opinion, anyone that owns their own business should have a Solo 401K, and I would highly recommend Sense Financial – you will not be disappointed!
Ben D. – Spokane, WA
Dmitriy and his staff have been incredibly kind, helpful, and responsive while I have been going through the process of setting up my Solo 401k plan.
Sandra H. – Chicago, IL
Alternate investment options with your self-directed account:
Investments That Make Sense!
It’s Your Money. It’s Your Future. Invest Your Way.
Our expert team is always ready to answer you! Give us a call at (949) 228-9394. You can email us at contact@sensefinancial.com