About ReSure LLC

ReSure LLC and ReSure Financial Advisors LLC were founded by Bernard Reisz, a CPA with extensive experience in the alternative investments 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 the investor at the center.

In addition to self-directed 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.

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.

Beyond start-up, 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