The five W’s of CompleteIRA
…We have hundreds of sales people, or none. It depends how you look at it. Financial planners, tax advisers, attorneys, insurance and mortgage brokers… from across the nation they send their clients to us for our services and expertise.
Paid sales staff? No. Excellent referral force? You bet.
We also offer several plan types: No putting a square peg in a round hole here. And just to make sure you’re at ease we offer an industry exclusive; a complete money back guarantee.
Our love of real estate and physical assets in our own investing makes each day fun (since it’s largely what clients want to talk about too).
(Also, if you need me or one of our trusted partners for a speaking engagement we have easy access to both kayaks and Kayak.com)
I love talking to people and seeing all the ideas they have for their retirement money. Helping them be safe, offering better support, and talking about ways to make more (and save more in taxes) is a huge perk for me.
Getting to be a part of helping people confidently use their retirement account outside the stock market isn’t a bad way to spend the day either.
CompleteIRA started with three financial planners frustrated by the lack of real diversification available for our clients’ IRA and 401k money just over a decade ago.
Everywhere we looked broker-dealers wouldn’t allow real estate or physical gold/silver coins. You can hardly imagine how they responded to the idea of a retirement account making a loan to, or an investment in, a local business. We served savvy, capable, people. They had the skills to grow their savings… but they were forced to keep their money in Wall Steet?
There had to be something better.
There was something better. Full, complete, control of the account by the client. All inside the law, and all available to every kind of retirement savings you could have.
We provide support and act as the “back office” for a variety of financial planners, CPAs, Realtors, and other professionals who want to help their clients invest on their own terms. It’s our privilege to help professionals and clients nationwide.
While I breathe – I hope.
Charities we support (thanks to you)
Learn how we think & what we do in our free five day course.
It’s helpful, educational, shows you who you’d be working with, and is pretty fun too.