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Best Support. Best Pay. The Alliance.

Nationwide professionals choose CompleteIRA to provide the best value in self directed 401(k) and IRA plans to their clients. People are looking for superior investment opportunities and diversification out of the market. Help them while earning the highest percentage referral fee in the industry.

By joining our Alliance network you can offer these well established and documented tools to your clientele; bringing in extra income without taking focus from your primary business or hiring additional staff.

You'll be given reports, tools, verification, and very clear, easy to understand presentations for clients. Help save your clients untold taxes and improve their lives. Our materials align and support your particular profession and can be customized with your contact information and logos depending on volume.

If you can't accept our compensation for any reason we will lower the client cost or donate funds to charity as you direct.
  • Financial Planners

    Offer freedoms other don't. Client satisfaction & referrals will increase. Your clients benefit by easily moving between hard assets, paper assets, and private investments without creating a taxable event. At the same time you'll earn AUM on physical property or private debt held in their account. You'll be free to put together a diverse and profitable portfolio that is highly resistant to transfer to another planner. Secure small business 401(k) plans at a much higher rate by offering something others don't- a Complete401(k) that can be tailored to specfication, and includes all the desired features from day one.

  • Certified Public Accountants

    A CompleteIRA allows clients to freely move between asset classes without a taxable event and without hassle. Roughly 45% of Americans with a 401(k) who terminated employment last year cashed it in. Many of them used that money to start a business or purchase property. A CompleteIRA plan often allows the same investment without the taxes or penalties. Even if they require the funds for living expenses during a time of transition, our properly structured 401(k) can save your clients thousands in taxes between generous plan language & properly used plan loans. Utilizing our ERISA expertise will increase your revenues and save your clients' money.

  • Realtors

    You know the power of real estate investing. In this market, given the choice between the turbulence of the stock market and the long-term track record of real property, wouldn't many of your clients be glad to know you could help them buy and sell property tax-free using their retirement dollars? Has there been a better time to begin a rental property portfolio or build long term wealth? An alliance with CompleteIRA is an incredible opportunity to help current and future clients leverage their assets and build real estate backed wealth. Help your business stand out from the crowd and generate glowing referrals.

  • Loan Officers

    You know the power of leveraging property. Provide your clients a compelling reason to acquire property. Real Estate is usually considered the safest way to leverage assets; it could help them reach their retirement goals sooner while at the same time you'll be growing your business with this new pool of funds. Even if they don't want to add to their property holdings, this is a perfect tool to move otherwise trapped equity into investments in a very tax friendly way. Talk with us. You can earn significant additional revenue and improve your client's future.