Our Clients

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Our Client Don’t Have to Be Wealthy

If you’re thinking that IRA Source would be interested in only those clients who have a large amount of savings to invest, be assured that is not the case.

We are not in business for millionaires whose portfolios reach six figures, or even for people who have considerable assets from other investments. In fact, you may be surprised what our ideal client profile would reflect!

The amount of money to start your Self-Directed Investment with can be as little as $30,000-$50,000. For approximately the same amount of money as some people may spend on a car, you can be on your way to achieving a retirement account that you never thought possible!

Our Clients Wish to Diversify

The clients who would best benefit from Self-Directed IRA investments are those who wish to diversify retirement portfolios for safety in their directions and efficiency of their dollars’ work. For this, existing, traditional investments may not provide enough variance and thus stability in the years to come. Therefore, alternative investment options are seen as opportunities for higher returns from a safe and secure investment, in a perfectly legal manner. With a mix of 25%-$40 in non-traditional funds and the remainder in traditional funds, most clients will feel conservative enough to relax and be able to appreciate the availability of other options.

Our Clients Desire Hands On Approach

Another client characteristic is the desire of the investor to have a greater amount of control of where, how, when and for what purpose their savings are being used.

With  real estate IRAs, you have more of a “hands on” approach, while still avoiding having to deal with the problems usually associated with real estate investment.

Our clients enjoy the benefits of checkbook control of IRAs and making pertinent decisions concerning their investments, without having to get involved with the day-to-day details of property ownership.

Our Clients Seek Professional Resources

Another important trait of our clients is the recognition that it is impossible to design, implement and maintain such a complex investment without assistance. Our clients realize that doing this with their long-term goals in mind, in an accurate and legitimate manner, takes the expertise of a professional team. To adequately grow retirement savings, there must be ongoing adherence to tax, banking, financial and property laws that frequently change due to litigation.

To keep abreast of these concerns requires the resources of Tax Attorneys, Real Estate Professionals, Financial and Banking Advisors, and Certified Public Accountants. At IRA Source you have at your disposal a team of experienced professionals providing you:

• Long term, personal consultation to you and will step you through the processes necessary for setting up your Self-Directed IRA with limited liability companies and the many choices you will then be able to make.

• Assistance if you want a passive (instead of Self-directed) investment backed by real estate.

• Work with clients who want to invest in Non-IRA funds. It will be your goals and comfortable risk level around which we design an investment strategy.

Our Clients Seek More Secure Investments

Some clients feel there is a large amount of security associated with real estate, especially in areas that are presently growing at unbelievable rates. For example you may consider the area of Las Vegas, where Self Directed Strategies is now focusing-and decide that you want to play a part in its expansion. There are a myriad of choices available for investments – there is a venue you will want to become involved. From corporate property to businesses to motels, and from pre-construction investing to new construction investing, your real estate dollars will be working for you in areas that are currently in demand.

Of course, each individual’s situation is unique, and it’s difficult to answer every question even on a “Frequently Asked Question” link, especially with something this important and involved. That is why we hope that you contact IRA Source for information related to your own pertinent concerns, and perhaps we can arrange for a private consultation to provide more comprehensive and relative answers to help you manage and control your retirement investments!