If you have an existing IRA, a 401(k), other pension plan from a former employer, or HSA and you meet one or more of the following criteria…
we have a plan to suit your needs:

• I want total control over whatever plan I set up…including checkbook access.
• I want choices for investing outside of just stocks, bonds and mutual funds.
• I’m self employed, with no full time employees, and want my own 401(k) plan.
• I’m self employed, and would like to be able to borrow from a 401(k) plan.
• I have a high-deductible health insurance plan with funds I'd like to self-direct.

Self-Directed IRA Trust

• Designed for total control
• Checkbook access of funds
• Invest in Alternative Assets
• Set up as Roth or Traditional IRA
• Minimal Entity Maintenance

Solo 401(k)

• Designed for
  self-employed only
• High contribution limits
• Checkbook access of funds
• Self Administration
• Capable of holding Roth and Traditional funds