The Trusted Choice

The IRA Financial Group has become the trusted choice for thousands of clients throughout the country looking for expertise in establishing IRS compliant Self Directed IRA or Solo 401K Plan solutions.

The IRA Financial Group was founded by a group of top law firm tax and ERISA professionals who have worked at some of the largest law firms in the United States, such as White & Case LLP, Dewey & LeBoeuf LLP, and Thelen LLP. With our work experience at some of the largest law firms in the country, our retirement tax professionals’ tax and IRA knowledge in the area of self-directed retirement investing is unmatched.

We have been able to gain the trust of our clients by assigning each client a retirement tax professional in order to ensure that their self-directed retirement structure is established in compliance with IRS rules. Because the IRA Financial Group owned and operated by tax and ERISA professionals, we are able to do all necessary paperwork and client consultation in-house, allowing us to expedite the process from start to finish for significantly less than our competition.

Don’t trust a marketing professional, investment advisor or real estate professional to establish your legal self-directed IRA structure– work directly with our in-house retirement tax professionals to establish your IRS compliant self-directed IRA LLC with Checkbook Control or Solo 401(k) Plan.


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