Why CompleteIRA?
CompleteIRA was created because of a group of financial planners and a broker grew frustrated at the limited options they had to meet their clients' retirement needs. When they felt a client might best be served by an investment outside of the stock market, such as private debt, or real estate, they had no way to include it in the client's IRA.
Several years ago a better way was discovered and now CompleteIRAs are available online. Helping ever more financial professionals and individuals use a CompleteIRA to access the full range of investment possibilities is our priority. We provide CompleteIRA professionals and clients ongoing access to an ever changing and growing list of investment opportunities and channels that offer both high returns and safety of principal.
We also provide support and act as the "back office" for a variety of financial planners, realtors, and other professionals who wish to assist their clients in this goal of true investment control.
It is a privilege for us to currently help over 500 professionals nationwide better serve their clients.
Vision and Future Goals
As Americans we have been given a very powerful retirement tool in the IRA. We want to help make sure everyone knows how much they can accomplish with the right tools.
We want to showcase the true power of the IRA, especially the power to grow your retirement in non-stock investments, until it becomes common knowledge. CompleteIRA believes we all should have the choice to control our retirement investments with all the options available. Many people will choose to have some stocks and mutual funds - they can be very good investments - We believe that most would choose to allocate at least some of they money into other investments; that is where having a CompleteIRA makes all the difference. Investing directly in a business, buying promissory notes, purchasing real estate, stock options, FOREX trading, or any number of things become available, with lower timelines, and lower expenses than through other structures or custodial arrangements.
CompleteIRA sponsors community education and professional training to teach individuals and professionals how to fully use an IRA. We are also involved in projects to further financial literacy in our schools... because knowing how to balance a checkbook isn't much good if you don't know what you can accomplish with it. You may also have noticed we have a thing against illness. Too many people leave too soon, and we're not going to take it sitting down. We hope you don't either. It isn't right for people to save their whole lives and then have to spend what they have on healthcare.