About the IRA Financial Group

The IRA Financial Group was created by a group of former tax and ERISA attorneys who worked for a number of the largest law firms in the country, such as White & Case LLP, Dewey & LeBoeuf LLP and Thelen LLP.

During our years of practice, we noticed that many of our clients would have elected to use a Self Directed IRA LLC or 401(k) Plan structure if it wasn’t for excessive fees often associated with them. In addition, when exploring the market and noticing that so many of our competitors were not tax attorneys and more significantly were not even attorneys, we felt it was important to create a company that would provide reasonably priced attorney created Self-Directed IRA & Solo 401(k) Plan solutions to the general public. With this in mind, IRA Financial Group was formed to help our clients take back control over their retirement funds, thereby gaining the ability to invest in almost any type of investment tax-free!

Because the Self-Directed IRA LLC and Solo 401(k) Plan structures involve very specific and complex tax and ERISA rules, we felt that it was essential that tax specialized retirement tax professionals establish the structure. As a result, when choosing the IRA Financial Group, you will have direct and unlimited access to our in-house tax and ERISA professionals. Each client of the IRA Financial Group is assigned a retirement tax professional in order to ensure that the tax structure established is in compliance with IRS rules.

IRA Financial Group is the market’s leading Self-Directed IRA LLC and Solo 401(k) Facilitator. We have helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including domestic or foreign real estate, tax liens, precious metals, peer-to-peer lending, new businesses, stocks, mutual funds, foreign currencies, options and much more tax-free! We have close working relationships with all the leading custodians, making the set-up process seamless.

IRA Financial Group offers our clients customized IRS approved Self-Directed retirement solutions developed by our tax attorney founders. Unlike our competitors, we believe that top-tier self directed retirement solutions can be offered at an affordable price and we are able to deliver this by harmoniously blending professionalism, quality and efficiency.

Self Directed IRA LLC, Solo 401K, Business Acquisition Solution

At IRA Financial Group, we never forget that this is a client-service business, and that our highest and best use is measured by the satisfaction we bring to those who call on us for self-directed retirement solutions. We demand excellence from ourselves and are committed to providing our clients with top-tier customized self-directed retirement solutions at a fair and reasonable price.


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