ReSure Investor Accounts: Your Bridge to Financial Empowerment
Customized Control QRP, Solo 401(k), & SDIRA for Self-Directed Investors
Achieve financial freedom & total self-determination • Get control of your retirement account money to invest on your terms • Create income from real estate, hard money loans, tax liens, merchant cash advance, private companies, precious metals and so much more
ReSure helps motivated investors cut through the noise and misinformation about self-directed retirement accounts by providing holistic services to enable the pursuit of financial opportunity and wealth creation.
What makes you unique?
You have a unique tax & investor profile based on:
- Your financial goals & values
- Your sources of income
- Your state of residence
- Your investment opportunities
- Your age
- Your personal preferences regarding: asset protection, tax planning, privacy & anonymity
- And so much more!
What makes us unique?
Our commitment to empower you, based on our shared experiences. We, too, have experienced the conflicts-of-interest of financial service providers that block routes to financial opportunity & success.
Getting control of your retirement account for “off-Wall Street” investments is exciting & rewarding, but you need an honest & transparent service provider for you to successfully achieve financial empowerment.
What is our unique offer to you?
You need 4 things to achieve massive success with total control retirement accounts:
- Get your account structure optimally designed & implemented
- Get true expert guidance to invest without breaking IRS rules
- Advanced strategy to maximize your ROI based on your unique financial profile and investment strategy, and
- Integration with your overall tax profile.
ReSure is the only firm that has the depth of experience & expertise to deliver all 4.
What don't we offer?
We don’t offer one-size-fits-all set-up and boiler-plate documents – because that does not fit you.
What's the Customized Control process?
- Complete the easy & simple online application to Get Customized Control
- Schedule your strategy session with our in-house CPA & lead strategist
- Design your plan structure based on your strategy session
- ReSure implements your plan design for you and with you
- Grow your wealth by investing on your terms!
- You'll get expert insight to determine whether to use a ReSure IRA, QRP, or 401k based on your tax profile
- Get help to determine whether you should create additional entities owned by the IRA, QRP, or 401k - such as an LLC, trust or C-corporation
- Get help to determine in which of the 51 LLC domiciles to establish an LLC to be owned by your retirement account - based on your investment strategy. We'll also consider asset-protection, anonymity, state fees and annual compliance requirements
- We'll execute and implement the structure that you select, including QRPs and LLCs
- You'll get expert education about the IRS rules that apply to these accounts - to keep your profits safe from the IRS
- We'll help you optimize & integrate your account with your overall financial strategy so that you get the highest tax deductions and ROI
ReSure Investor Accounts = Customized Control
Provides everything you need for maximum success as a self-directed investor in real estate, hard money lending, tax liens, cryptocurrency, and all other alternative investments.
Customized Control gives you access to the following:
- Checkbook QRP option
- Checkbook 401k option
- Solo 401(k) Plans
- Checkbook IRA option
- IRA-Owned LLC option
- IRA-Owned Trust option
- QRP/401k-Owned LLC option
- IRA-Owned C-Corp option
- QRP/401k-Owned C-corp option
- Customized LLC domiciling
- Full-service facilitation
- Enhanced asset-protection
- Guided plan selection process
- Proprietary compliance assistance
- Proprietary educational resources
- Multi-tier entity option
- Comprehensive financial strategy optimization
- Advanced tax strategy
- Roth QRP, Roth 401k, Roth SDIRA
- Self-Directed SEP-IRA, SIMPLE IRA, HSA
We know you've got questions, lots of them. Guess what? There are are many, many more questions that you should be asking - and it's the questions that you don't even know to ask that are the most important!
Rest assured, at ReSure you'll get all the answers!
We know what it takes to empower you with the knowledge & tools to achieve your self-directed financial goals.
For your success, you need systems and strategies that are tailored to your goals. When it comes to financial, legal, and tax strategy never accept a one-size-fits-all program.
There are hundreds of strategies and our experience has deeply ingrained in us that to serve you with integrity and position you for success, we must identify the approach that fits you best.
ReSure helps you with every form of Self-Directed & Checkbook Control SDIRA, QRP, & 401(k) - so you can be confident that we'll implement the plan design that's in your best interest.
What will you get? ReSure Investor Accounts
Self-directed investors need customization and ReSure has developed a unique approach to deliver that to you.
If you're self-directing as an active investor by creating your own investment opportunities, you'll maximize your ROI through a plan structure customized for you considering your investment & tax strategy. The difference between getting it optimized and getting it wrong can potentially be worth $100,000's+.
The IRS rules governing self-directed retirement accounts are way more complex than service-providers want you to know. They want to sell you on an account set-up and move on. At ReSure, we want you to succeed and will educate you about the IRS rules, while helping you avoid IRS pitfalls that nobody else will tell you about.
What you won't get? ReSure Investor Accounts
You won't get a set of "boiler-plate" documents accompanied by hype and marketing buzz.
Remember: These are tax structures, governed by complex tax law, that enable you to execute advanced tax strategies - so be sure you're working with a firm that has the experience & credentials to help you succeed. ReSure is led by credentialed CPA and nationally recognized expert in self-directed investing.