Establish your plan. Roll over your funds. Gain investment freedom.

  • High Contribution Limits
  • Alternative Investments
  • Simple Maintenance
  • Total Control

Retirement solutions that put you in control.

At Sense Financial, we establish self-directed retirement plans for our clients that are set up with “checkbook control.” Our clients receive the highest quality personalized service at very affordable rates in all 50 states. As a plan owner, you can invest in real estate, mortgage notes, trust deeds and other non-traditional investments. Take control of your retirement future and invest in what you know best!

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Take control over your retirement funds:

IRS-Approved Plans

Our tax-advantaged retirement plans fully comply with IRS rules and regulations.

Checkbook Control

Our self-directed IRA and Solo 401k plans come with checkbook control, minimizing the fees and eliminating the delays associated with a traditional custodian.

Unlimited Investment Options

Invest your retirement funds in real estate, private business, precious metals, private lending, and much more!

Exclusive Client Portal

As a client, you will have exclusive access to our state-of-the-art Client Portal with hundreds of educational articles, videos, and forms to maintain your plan.

Work with Experts

We have a dedicated team of self-directed retirement planning experts with many years of experience in nontraditional investments available to you.

We Make It Simple

Our process ensures speed, accuracy, and compliance. There are no tax consequences when you rollover your retirement funds into self-directed IRA or Solo 401k plan.

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    Free eBook: IRA MAKEOVER

    Discover how self-directed retirement plans give you total control of your money and the ability to invest in real estate, mortgage notes, trust deeds, and much more!

    IRA Makeover Ebook- Sense Financial Services

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