Brian in New England

I thought I’d take a minute to thank you for the information I learned at your June 3-4 Self Directed IRA seminar.  There’s a wealth of knowledge of course, and the section on disqualified participants kept me from entering into prohibited transactions which would have disqualified a couple IRAs.  This one piece of information alone saved me more than 10 times the cost of the seminar.  It’s nice to learn about mistakes before I make them!
 SD IRA Class Testimonial

Leave a Reply

Your email address will not be published. Required fields are marked *

Subscribe to our newsletter

Get In Touch

Consultations are by appointment only, and best scheduled via email.

* denotes required field

Your Name*:

Your Email*:

Your Phone:

Your Message:

Input this code: captcha