Privacy Policy
The IRA Financial Group, LLC (“IRA Financial Group”) Privacy Statement describes how we collect and protect your personal information in the course of providing you with financial services.
Our Privacy Policy
We are very committed to protecting the privacy of your personal information. IRA Financial Group wants you to know that:
- We do not sell, rent or license your personal information to anyone.
- We maintain physical, electronic and procedural safeguards that restrict unauthorized access to your personal information.
- We train our employees about privacy and limit access to this information.
Personal Information We May Collect
We collect personal information about you, which may include your name, physical address, e-mail address, telephone number, and other information as required.
We obtain this information from the following sources:
- Information you provide online, on written applications or forms, and other information you may provide;
- Information entered online that may be stored even if you do not complete or submit an application;
- Information from third parties that you authorize to provide information to us; and
- Information about your transactions, account experience, account balance, trading activity and payment history.
Personal Information We Use or Disclose
IRA Financial Group does not sell, rent or license your personal information to anyone. This applies to both current and former customers.
We use your personal information to provide services you may have requested, to respond to communications from you, and to help you open new or additional accounts.
We disclose personal information to government and regulatory agencies and to comply with a lawful summons, court order, subpoena, fraud investigation, audit or regulatory examination.
Security of Your Personal Information
We maintain physical, electronic and procedural safeguards that restrict access to your personal information. We comply with applicable laws and regulations. Our online environment uses industry leading security technologies including layered security and access controls over personal information.
These safeguards are reviewed and may be adjusted in response to advances in technology and the latest security threats.
Links to Other Web Sites
We provide links to other third-party Web sites to provide information that may be of interest to you. When you select a link to a third-party site, you are subject to the privacy and security policies of the third party.
Revisions
IRA Financial Group reserves the right to make changes to the Privacy Statement at any time. Any changes or updates become effective immediately upon posting to this site. Please check the "Last Revision" date below to determine if there have been any changes since you have last reviewed our Privacy Statement.
IRA Financial Group provides an annual privacy notice to current customers.
You may always review our Privacy Statement here.
Last Revision 8/23/2010
The IRA Financial Group is the leading facilitator of Self Directed IRA LLCs and Solo 401(k) plans. The IRA Financial Group is the only Self Directed IRA LLC and Solo 401(k) Facilitator that:
- Was created by top law firm Attorneys and Wall Street bankers.
- Offers the Best Price Guarantee – our fees are up to 65% less than companies offering similar services and…we back that up with a Best Price Guarantee.
- Offers customized Self Directed IRA LLC and Solo 401(k) plans that are IRS compliant and which are personally customized by one of our onsite tax and ERISA Attorneys, who have worked at some of the largest law firms in the United States, including White & Case LLP and Dewey & LeBoeuf LLP.
Talk to one of our expert IRA Professionals by calling
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Learn More - Self Directed IRA LLC
- The Self Directed IRA LLC Secret
- The Self Directed Roth IRA LLC Secret
- The Self Directed IRA Trust Secret
- Self Directed IRA LLC Advantages
- Self Directed Roth IRA LLC Advantages
- Self Directed IRA Trust Advantages
- The Self Directed IRA LLC
- How it Works
- How The IRA Trust Works
- Self Directed IRA LLC Investments
- Self Directed IRA Trust Investments
- Checkbook Control
- IRS Rules and Guidelines
- Prohibited Transactions
- Common Prohibited Transactions
- The Solo 401(k) Solution
- What Is A Solo 401(k)?
- How it Works
- Solo 401K Advantages
- Solo 401(k) Eligibility
- Solo 401(k) Loan
- Solo 401(K) Contribution Limits
- Solo 401(K) Facts
- Checkbook Control
- Why IRA Financial Group Solo 401(k)?
- Prohibited Transactions
- Common Prohibited Transactions
- Why IRA Financial Group?
- What separates the IRA Financial Group from everyone else?
- Why did your start the IRA Financial Group?
- Why are your fees so affordable?
- Why IRA Financial Group?
- What is Checkbook Control?
- Checkbook Control & An IRA Trust
- Real Estate IRA LLC
- Real Estate IRA Trust
- Self Directed IRA LLC Operating Agreement
- Self Directed IRA Trust Operating Agreement
- Solo 401(k) Plan Documents
- Domestic & Foreign Real Estate / Land
- Tax Liens
- Precious Metals / Gold / Silver
- Private Business Funding
- Learn More About Prohibited Transactions
- Solo 401(k) Information Kit
- Self Directed IRA LLC Information Kit
- Glossary of Terms

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Coming Soon – IRA Financial Group to open office in Dallas, Texas |





