About ReSure LLC

ReSure LLC and ReSure Financial Advisors LLC were founded by Bernard Reisz, a CPA with extensive experience in the alternative investment and finance industries. With a background in financial and tax analysis for both institutional and personal investors, ReSure is positioned to serve all your self-directed retirement account needs.

We are committed to empowering self-directed investors to take control of their finances and invest in accordance with their individual styles. Leveraging tax advantaged vehicles, such as SDIRAs & Solo 401(k)s, can be an integral part of a financial strategy that puts you at the center.

In addition to Self-Sirected IRA-LLCs, Individual 401(k)s, and Defined Benefit Plans we can assist you with your investments in publicly traded securities and many other financial planning needs. Underlying our approach is an overarching commitment to empower you to control your future.

ReSure Services

We facilitate and consult on the formation of all self-directed retirement accounts. There are several factors to consider when choosing  a plan and determining the ideal structure. There’s more than one way to self-direct and we’ll help you select the approach that suits you best.

ReSure Financial offers the most comprehensive self-directed retirement plan platform, providing full-service implementation of Checkbook IRAs, Checkbook Solo 401(k)s, and Checkbook Defined Benefit Plans – at incredible pricing. The experts at ReSure will help you determine which plan is best to help you meet your objectives and will facilitate every aspect of the set-up. Every ReSure client receives guidance from a licensed CPA, covering plan operation and strategy. All ReSure Financial self-directed plans can be invested in real estate, private lending, mortgage notes, tax liens, cryptocurrency and all other assets, with the exceptions of life insurance and collectibles.

ReSure Financial provides a complete self-directed solution and is available to assist throughout your investment life-cycle. We can advise on: (a) plan compliance, (b) how to maximize your plan’s tax benefits, and (c) file any required tax forms. Beyond plan implementation, we offer ongoing compliance services for self-directed accounts, relating to prohibited transactions and UBIT, UBTI, & UDFI.

Through affiliated companies we can deliver comprehensive financial planning, investment, and insurance services.

ReSure LLC Mission Statement

ReSure LLC’s mission is to continuously educate ourselves, our clients, and the public about Self-Directed and CheckBook Retirement Plans and the benefits they make available to motivated investors. We aim to be impartial in each interaction and always put our clients’ interest first.

We are committed to integrity and intelligence in delivering integrated financial services through a collaborative process.

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Certified Public Accountant     Member of AICPA