Question 1

Are you a financial advisor?

Accepted Answer

Yes! With a different and specific set of tools that you won't find with your traditional advisor. I am fully licensed—Series 7, Series 63, and Series 65. I can build you a plan with my custom made software and map out your future.

Question 2

What types of retirement accounts can I use?

Accepted Answer

We work with Self-Directed IRAs, Roth IRAs, SEP IRAs, Solo 401(k)s, and other qualified retirement accounts. Each has different characteristics—we help you understand which makes sense for your situation.

Question 3

I already have a self-directed account. Can you help me find investments?

Accepted Answer

Absolutely. Many investors open self-directed accounts but struggle to find quality opportunities. We provide access to vetted private equity, commercial real estate, and private credit investments that are compatible with self-directed retirement accounts.

Question 4

What if I don't have a self-directed account yet?

Accepted Answer

We can help with that too. We'll walk you through whether a SEP IRA, Solo 401(k), or self-directed IRA makes the most sense based on your income, employment situation, and goals—then help you get set up with a reputable custodian.

Question 5

What types of investments do you offer?

Accepted Answer

We provide access to institutional-quality private equity, commercial real estate, and private credit. All opportunities are vetted through our partner network and are compatible with self-directed retirement accounts.

Question 6

What are the typical investment minimums?

Accepted Answer

Minimums vary by opportunity, but we typically work with accredited investors looking to deploy $50k-$100k+ per investment. The goal is building a diversified private market portfolio within your tax-advantaged accounts.

Investor Knowledge