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Affiliate Program

We initially launched our affiliate program in 2011 and had very positive results. Currently, we are expanding it and would like to invite you to participate. If you know or work with other investors, you can earn commissions, offer them discounts and/or provide value-added services to your own offerings.

Add-on Services for Professionals

If your profession goes hand in hand with self-directed IRA/401k investing, adding our services to your own offerings helps you create additional value for your clients by allowing them to fully utilize a self-directed IRA or 401k for alternative investments.

This, in turn, creates value for you by enhancing your status as a trusted advisor to your clients, by direct profit on the self-directed IRA itself, by supporting upsells of additional services from you – or any combination of these.

  • Realtors
  • CPAs
  • Tax Attorneys
  • Financial Planners
  • Real Estate Investment Providers and Operators

Let Us Do the Research

Why aren’t more professionals in these industries serving this growing market?

Simple: they don’t want to become an expert on E.R.I.S.A. code or retirement accounts, but instead want to focus on their core business.

Researching even a dozen out of hundreds of self-directed IRA companies can be tedious enough, let alone reading thousands of pages of tax code and becoming confident enough to support your clients and their self-directed IRAs.

We get it – that is exactly why we have created our back office support program for these professionals.


“I recommend services Sense Financial offers and refer our clients to them. Each client received the best possible service. Every entrepreneur should be aware of the self-directed Solo 401k Plans they offers and I will continue recommend their services.”

Stephen Hall – CEO, Robert Hall & Associates Tax Consultants

Discounted Prices for Affiliates on Our Services

Special Offers to Your Referrals

Back Office Support from Our IRA/401k Experts

Back Office Support

Our back office support works seamlessly with your business.

When you or your clients have questions, you can rest assured that one of our representatives will be there to answer them. Have your client come into your office and get all of their questions answered over a conference call, or tell your friend that they can get a discount from us by simply mentioning your name.

If you know someone with a retirement account, chances are they will benefit from knowing you.

You don’t have to buy into a franchise opportunity, you don’t have to make a significant investment, and you don’t even have to become an expert on self-directed IRAs/401ks.

Marketing Materials

Take Part in This Multi-Trillion Dollar Industry

We've Done the Research - So You Don't Have to!

Marketing Materials

Your clients may have questions about how to self-direct their IRA or 401k, how they work, what structure to use or perhaps there are questions they haven’t even thought of to ask.

Don’t send them down the road of researching hundreds of companies on their own. Instead, give them your own material based on our research.

As our affiliate, you benefit from thousands of man-hours of research with our product. We will put your company logo and contact information on all of our marketing material and you will have valuable information to give to your clients.

  • State of the art website
  • Educational Articles
  • Webinars
  • Live Events
  • Educational Videos
  • And More!

Offering a self-directed IRA or Solo 401k to your clients can add significant value to your business and will separate you from your competitors. With our affiliate program, you can do this without becoming an expert on the subject or even changing your business model. As a Sense Financial affiliate, all you have to do is say “yes” when a customer asks if you know how to use retirement funds for alternative IRA investments. We will pick it up from there.

Get Started Today.

Complete our affiliate agreement to offer added value to other investors and stay competitive in your field!

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