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
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.
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:
Alternate investment options with your self-directed account:
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 contact@sensefinancial.com