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Sense Financial

About Sense Financial

Company Overview

Sense Financial Services LLC is a boutique financial firm specializing in self-directed retirement accounts with checkbook control. The Solo 401k and Checkbook IRA are viable solutions that allow investment into virtually any asset including real estate, provide “checkbook control” over a client’s retirement account and minimize or eliminate custodian fees.

Our Core Values


We are committed to integrity – doing the right thing isn’t optional for us. We are not interested in cutting corners or bending the rules. We believe that integrity is always in the best interest of our team and our clients.

Individualized Service

We are committed to acting in our clients’ best interest. This begins with understanding each client’s background, situation, questions, and goals. Our clients are important to us, and we understand that each client’s situation is different.

Intelligent Processes

We are committed to working efficiently and effectively. We are continuously improving our processes, and client feedback is welcome and valued towards this end.

Extreme Collaboration and Ownership

We resist micromanagement, advocate self-management and accountability, while fostering on high-performing team that collaborate across distances, sharing wins collectively.

The Solo 401(k) and Checkbook IRA

Our services have helped thousands of families plan for the future. We provide solutions for financial freedom. If you are like most Americans, some of the following limitations have been causing you small returns and unnecessary risks:

  • Limited investment options confined to the stock market
  • A lack of control over your retirement funds

Solo 401k and Checkbook IRA are viable solutions that allow investment into virtually anything and provide our clients with checkbook control over their retirement accounts.

Corporate Office
Corporate Office

Our self-directed retirement solutions put you in the driver’s seat of your retirement account, allowing you to be in control of your financial future by giving you the freedom to invest in what you can control and understand the most.

Sense Financial Services LLC does not endorse any investment opportunities. Clients are advised to perform their own due diligence in choosing an attorney, tax advisor or investment opportunity.

What our clients are saying:

Tony S

I started a Solo 401K plan with Dmitriy’s Sense Financial in 2015. It has been a great experience since then and the Solo 401k plan has been a wonderful tool. 

Tony S. – Skillman, NJ

Ben D.

In my opinion, anyone that owns their own business should have a Solo 401K, and I would highly recommend Sense Financial – you will not be disappointed!

Ben D. – Spokane, WA

Sandra H

Dmitriy and his staff have been incredibly kind, helpful, and responsive while I have been going through the process of setting up my Solo 401k plan.

Sandra H. – Chicago, IL

Alternate investment options with your self-directed account:

Real Estate

Precious Metals

Private Business

Stocks & Bonds

Private Lending


Investments That Make Sense!

It’s Your Money. It’s Your Future. Invest Your Way.

Our expert team is always ready to answer you! Give us a call at (949) 228-9394. You can email us at