Recommended vendors that we proudly refer to:
Since 1971, Robert Hall & Associates has been offering professional tax advice to the residents of Southern California as well as nationwide. They have built a reputable track record helping individuals and businesses of all sizes with day to day accounting and tax issues. We provide expert tax advice along with personalized service. They specialize in working with small business owners and real estate investors.
(818) 242-4888 | www.roberthalltaxes.com
For self-directed IRA & Solo 401k questions request consultation with Philip Duncan
OTA Tax Pros are uniquely positioned to use their extensive experience to meet the needs of Traders, Investors and Individuals alike.
OTA Tax Pros will help manage your tax strategy in order to minimize tax exposure and increase cash flow. They provide a wide array of services, including filling tax returns for Individuals, Partnerships, LLCs, S-Corporations, C-Corporations etc. They also offer consultations, entity formation, and customized bookkeeping platforms.
Marshall Reddick Real Estate is a residential real estate firm based out of Newport Beach, CA that offers a one-stop-shop for all things residential real estate. Whether you are looking to purchase a primary residence to call your dream home, an investment property to rent out, or in need of selling a property, their team does all things residential real estate under one roof. They also have in-house property management for landlords and private money lending for those looking to borrow money to purchase real estate and/or invest in mortgages and trust deeds. Their innovative structure and vast knowledge enables them to custom tailor services to each client’s unique needs and financial goals.
Fairview Law Group is dedicated to providing innovative and high-quality legal solutions that are tailored to the goals of our clients. By assessing our client’s needs at their inception, and taking an “education first” approach, we are able to analyze every legal problem, no matter the size, with specific solutions in mind. We seek to foster a partnership with our clients where we are seen as an invaluable resource and an integral part of the planning, growth and development of both their personal and business interests. Our legal services include estate planning, self-directed IRA consulting, business counseling services, and tax / IRS controversy issues.
Warren L. Baker | Attorney-at-law | email@example.com
1910 Fairview Avenue E., Suite 500, Seattle, WA 98102
(206) 753-0305 | www.fairviewlawgroup.com
Mat Sorensen is a lawyer, best-selling author, and a national speaker and expert on self-directed retirement accounts. Mat has advised thousands of clients with self directed retirement plan investments and has established IRA/LLCs, partnerships, private offerings, corporations, and other investment structures with self directed IRAs and 401(k)s. In addition to account owners, his clients have included trust companies, financial institutions, insurance companies, hedge funds, investment sponsors, and third party administrators.
Mat is the author of The Self Directed IRA Handbook: An Authoritative Guide for Self Directed Retirement Plan Investors and Their Advisors. He is a partner at Kyler Kohler Ostermiller & Sorensen, LLP in its Phoenix, AZ office.
Mat Sorensen | Attorney & Best-Selling Author| firstname.lastname@example.org
3033 N. Central Avenue, Suite 415 Phoenix, Arizona 85012
(602)761-9798 | www.sdirahandbook.com
PAX Financial Group, LLC was founded on the idea that an advisor must have the heart of a teacher. However, we know that we can’t just teach; we must walk through life with our clients. That means we strive to consistently hire the best talent, service using the best technology, and implement our planning with an unbiased selection of products and services.
We offer a wide variety of products and services to help you solve today’s personal and business financial problems and enable you to prepare for the future; whether that be for your business and it’s employees or your family. Our focus is helping you improve your financial plans and quality of life through strategies for investing.
Darryl W. Lyons, ChFC, CFP®, AIF ® | Chief Executive Officer | email@example.com
270 N Loop 1604 E, Ste. 200, San Antonio, TX 78232
(210) 881-5703 | www.paxfinancialgroup.com
The Norris Group offers non-recourse financing for Southern California real estate. They have short term rehabber loans as well as long term holding loans. Company was founded by Bruce Norris, who is renowned real estate educator, hard money lender and an active investor. Bruce has been involved in over 2,000 real estate transactions and has over thirty year of real estate experience as money partner, builder, seller and buyer.
Ph: (951) 780-5856 | www.theNorrisGroup.com
Huggins Dreckman Insurance, also known as DRIVE RIGHT Insurance Services, in Seal Beach, California, is dedicated to providing clients with unparalleled protection for their Home, Car, Rental Property, Apartment, Umbrella and Business Insurance.
(562) 594-6541| www.hdinsure.com
First Rent Property Management is a full service property management company specializing in the areas of South Orange County and North San Diego County in Southern California. They are truly passionate about the profession of property management. They value continuing education to keep up to date on all local, state, and federal laws to protect both their clients and tenants. They are proud to be a member of the National Association of Residential Property Managers (NARPM®). NARPM® is an organization of 11,000+ members focusing on ethical leadership, professionalism, and continuing education for the residential property management industry.
(858) 869-1224 | www.firstrentinc.com
Exchange Resources, Inc. specializes in simultaneous, delayed, build-to-suit, reverse, and personal property §1031 tax-deferred exchanges, as well as holdback accounts, for clients throughout the United States and abroad. Their professional staff includes attorneys and a Certified Exchange Specialist® who are available to handle your exchange questions.
Curative Title Solutions was founded to provide a timely, cost effective and quality solution for handling curative title resolution and underwriting/ATO support. We will research the issue and determine the curative steps necessary to resolve the issue. In addition, we can offer support to your title, search/exam, escrow and sales departments with technical title issues, including reviewing complex title files, plotting legal descriptions, reviewing complex closing instructions, training and auditing.
Equity Valuation Associates (EVA), fka ERISA Valuation Associates has been providing independent closely held asset valuations to the retirement plan sponsors, plan administrators, banking and trust industry since 1984. EVA is currently providing valuations to numerous bank and trust companies and pension plans, profit sharing plans, 401k plans, and Individual Retirement Accounts.
At Equity Valuation Associates, our experienced appraisers take the unique approach of offering cost effective valuations that are tailored to the end users needs and cost restrictions.
Whether needing a limited scope valuations for a trust or government reporting requirements or full scope valuations for situations such large estates, marital dissolution, and complex business transactions, count on the valuation experts at EVA for an independent, non-biased valuation of your asset, investment, note, or closely held business.
John O’Scanlon | President | EVAValue@msn.com
94-1221 Ka Uka Blvd., Suite 108-354, Waipahu, HI 96797
(808) 637-8480 | www.EVAValue.com
Digital marketing agency Engen Inc. specializes in developing search engine and web content optimization programs.
Engen Inc. covers all aspects of web marketing including: search engine optimization, web marketing, web design, local SEO, website optimization, landing page optimization.
The team at Engen partners with clients to meet and exceed client web marketing objectives, so they can focus company resources and energies on operations in their respective business operations. Engen’s goal is not merely to rank clients’ companies on search engines, but to partner with them in advancing their bottom line through data driven decision-making and conversion optimization.
Alternate investment options you get with a Self Directed Solo 401k:
Stock & Funds
Financial Concepts that Make Sense!
Greater Flexibility. Investment Freedom. Hassle-Free Management.