Join the Alliance
Nationwide over 500 different professionals have chosen CompleteIRA to provide the best value in Self-Directed IRAs and 401(k) plans for their clients. That number grows as more Americans look for broader diversification and superior investment opportunities.
Would some of your clients benefit from a CompleteIRA? We offer an alliance for qualified professionals. You will be able to offer these well-established and documented tools to your clientele without hiring additional staff or losing focus on your primary business.
You will be provided tools, reports, verification, and very clear, easy to understand presentations to give clients. All materials align and support your particular profession and can be customized with your contact information and logos.
If you wish to be considered, please make your request via e-mail; or you may fax us your information toll-free at 888-595-7317. Thank you.
If you are unable to be compensated by CompleteIRA for any reason, we can lower the client's cost or donate the funds to charity as you direct. This provides additional value to your clients while you maintain compliance.
- Financial Planners
Offer freedom other planners don't by offering a CompleteIRA. Both client satisfaction and referrals will increase. Your clients benefit by easily moving between hard assets, paper assets, and private investments without creating a taxable event. At the same time you'll earn AUM on physical property or private debt held in their account. You'll be free to put together a diverse and profitable portfolio that is more resistant to transfer. Secure small business 401(k) plans at a much higher rate by offering something others don't; a Complete401(k) that can be tailored to specfication.
- Certified Public Accountants
CompleteIRA's facilitation allows clients to freely move between asset classes without a taxable event and without hassle. Roughly 45% of Americans with a 401(k) who terminated employment last year cashed it in. Many of them used that money to start a business or purchase an investment property. A CompleteIRA plan often allows that same investment but without taxes or penalties. Even if they require the funds for living expenses during a time of transition, our properly structured 401(k) can save your clients thousands in taxes. Utilizing our ERISA expertise will increase your revenue and save your clients' money.
- Realtors
You know the power of real estate investing. In this market, given the choice between the turbulence of the stock market and the long-term track record of real property, wouldn't many of your clients be glad to know you could help them buy and sell tax-free using their retirement dollars? An alliance with CompleteIRA is an incredible opportunity to help current and future clients leverage their assets and build real estate backed wealth. Help your business stand out from the crowd and generate glowing referrals; contact us today.
- Loan Officers
You too know the power of real estate investing. Provide your clients a compelling reason to acquire property. Real Estate is usually considered the safest way to leverage assets, which could help them reach their retirement goals sooner, while at the same time you'll be increasing their diversification outside of the stock market. Even if they don't want to add to their property holdings, this is a perfect tool to move otherwise trapped equity into investments in a very tax friendly way. Talk with us. You can earn significant additional revenue and improve your client's future.