Unlock Your Retirement Potential
What does 21 years of retirement expertise mean for you? Experience you can trust, maximized savings, control over your future, and true financial freedom.
Client Case Studies
Explore how Self Directed Retirement Plans provided customized investment solutions to address specific client challenges.
Patti Sampson: Diversification Strategy
Facing stagnant growth in traditional investments, Patti sought alternative options. Our team crafted a balanced self-directed IRA that included real estate investments, resulting in a 12% annual return over five years.
Terrence Young: Early Retirement Planning
With goals to retire at 55, Terrence needed an aggressive growth strategy. Through targeted private equity investments and a customized tax strategy, he's now on track to retire three years ahead of schedule.
Michael Davis: Portfolio Recovery
After market downturns impacted his savings, Michael needed to recover lost ground. Our tailored approach incorporating precious metals and secured loans helped him rebuild his retirement capital within 24 months.
Real Estate Investment Case Studies
See how our clients have built wealth through strategic property investments using Self Directed Retirement Plans.
Robert Thompson
Converted his IRA to purchase a multi-family property that generated 12% annual returns, outperforming his previous traditional investments by 7%.
Sarah Jenkins
Diversified her retirement portfolio with three rental properties, creating a steady monthly income stream of $4,300 while building equity.
Mark & Lisa Donovan
Used their self-directed 401(k) to purchase a vacation rental that appreciated 23% in value over just three years while generating rental income.
Alternative Investment Case Studies
Real success stories from investors who ventured beyond traditional markets:
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Tax Lien Success
How Janet M. turned $50K into $87K.
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Precious Metals Portfolio
Mark's 10-year gold investment strategy.
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Private Lending Returns
The Rodriguez family's 12% annual yield.
Checkbook Control: Success Stories
Real Estate Windfall
Client secured 32% ROI on commercial property.
Tech Startup Success
$50K investment grew to $215K in 18 months.
Business Acquisition
Retirement funds purchased thriving franchise.
Successful Self-Directed Retirement Case Studies
Real Estate Investor
John grew his IRA 312% in 5 years through strategic property investments.
Small Business Owner
Maria funded her startup using self-directed 401(k) funds, now worth $2.3M.
Private Equity Success
Robert's alternative investments outperformed market indices by 27%.
Real Success Stories
Real Estate Investor
How Jane grew $100K to $1.2M using a Self-Directed IRA for property investments.
Tech Startup Founder
Mark used his 401(k) to fund his business, now valued at $5M.
Portfolio Diversifier
How the Williams family achieved 18% annual returns through alternative assets.
Client Success Stories
See how our flexible retirement solutions have transformed our clients' financial futures.
🏡 Real Estate Investor
John leveraged his Self-Directed IRA to purchase rental properties, generating 12% annual returns versus his previous 4% traditional portfolio.
🏢 Business Owner
Sarah used her Self-Directed 401(k) to invest in a startup that tripled her retirement savings in just 5 years.
💰 Diversified Portfolio
The Millers gained Checkbook Control and built a retirement portfolio across precious metals, private equity, and tax liens, achieving financial independence 7 years early.
These case studies demonstrate how our specialized retirement vehicles empower clients to achieve exceptional results through alternative investments.