About Us and Our Mission
Making investment
freedom
accessible and affordable.
We facilitate checkbook-control retirement plans—IRA Trusts, IRA LLCs, and Solo 401(k)s—so you can invest in real estate, private lending, crypto, and more. Expert guidance meets lower costs and modern technology.
A smarter way to manage
alternative assets.
The self-directed retirement industry is expensive, reliant on high-touch sales and support, and slow to adopt technology. These barriers limit access and hamper investor success.
We've built a web-first model that combines structured education, guided support tools, and expert guidance. Lower overhead means we can offer checkbook-control plans at roughly half the industry cost without sacrificing quality or compliance.
Our mission is to increase investor freedom.
The information you need - 24/7
Expert-curated knowledge base and education so you can invest with confidence.
Roughly Half the Cost
Setup fees and total cost of ownership at 1, 3, and 5 years are significantly lower than typical checkbook IRA and Solo 401(k) providers.
Checkbook Control
Direct investment authority without custodian transaction fees or approval delays. Move as fast as the market demands.
Guided Support
AI-assisted search helps you quickly find relevant, expert-reviewed information, with human expertise behind every formation and complex scenario.
Plan Type Flexibility
Choose the right structure for your goals: IRA Trust for simplicity and privacy, IRA LLC for real estate, or Solo 401(k) for owner-only businesses.
The Edge
Efficiency as a Feature.
We leverage modern technology to strip away the overhead that plagues traditional providers. This allows us to offer premium services at a fraction of the cost.
Smarter Knowledge Tools
Our AI tools have access to thousands of human-reviewed documents to quickly surface accurate answers to your most common questions.
Automated Formations
We've digitized the formation process to eliminate errors and drastically reduce turnaround times for LLCs and Trusts.
Responsive Expertise
By reducing staff intervention for routine tasks, we can focus on what matters most... your investing success.
Guardrails
Compliance-Focused AI
We use AI to surface and summarize information from our vetted knowledge library, not to replace professional judgment. AI-generated summaries are clearly identified, and the goal is simple: point you to the right source material faster so expert guidance stays grounded in reliable information.
Credentials
Seasoned Experts —
Ready to Deliver.
We've been at the forefront of self-directed IRA facilitation since the early days.
Pioneered the complete Checkbook IRA LLC solution, integrating entity formation, custody coordination, and investor education
Developed the IRA Trust alternative to eliminate state LLC filing fees while preserving full investment control
CISP-certified (Certified IRA Services Professional) by the American Banking Association
Self-directed investors ourselves—we use these tools too
CISP Certified
Certified IRA Services Professional by the American Banking Association.
Ready for checkbook control
with zero compromises?
Explore our plan types to find the structure best suited to your investment goals. See how checkbook control can set your course for retirement freedom.