ReSure Investor Accounts: Integrating Expertise & Implementation
QRP, Solo 401(k), SDIRA & HSA
Guided control of your money to invest on your terms, based on your tax & investor profile • Don’t be sold a set of documents, accompanied by incomplete compliance & strategy info
Create wealth through real estate, crypto, hard money loans, tax liens, merchant cash advance, private companies, precious metals, syndications, litigation finance, pre-settlement funding, structured settlements, life settlements and so much more
ReSure helps motivated investors cut through the noise and misinformation about self-directed retirement accounts by providing holistic services to empower you to pursue financial opportunity and wealth creation, on your terms.
What's unique about you?
You have a unique tax & investor profile based on:
- What are your financial goals & opportunities?
- What are your sources of income?
- What is your state of residence?
- What are your investment opportunities?
- What is your age?
- What your preferences regarding: asset protection, tax planning, privacy & anonymity?
- Are you or any of your family members a business owner?
- Do you have employees? (Yes, ReSure can assist you with Self-Directed ERISA QRP & 401k set-up even if you have full-time employees!)
- And many additional factors.
What's unique about ReSure?
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's ReSure's 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 ReSure won't offer you?
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
- Invest on your terms & grow your wealth with real estate, hard money lending, crypto, tax liens & more!
- 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