Monthly Solo 401k E-newsletter from Sense Financial. Latest news on updates on self-directed retirement plans.
May Newsletter Video Testimonial: Solo 401k Checkbook Control and Real Estate Investment Cartoon of the Month: Don’t rely on the volatile stock market! Take control of your retirement future today! Protect the Your Loved Ones with Life Insurance We all work hard to provide for our families, but what would happen if one day we […]
April Newsletter Video: Solo 401k Plan with Checkbook Control Client Testimonials I have used Sense Financial for 2 account setups. I have to say that while not cheap, it’s certainly worthwhile. They made it easy and basically held my hand the whole way. I can see lots of areas where I would have become stuck […]
March Newsletter Upcoming Events: Tax-Planning Strategies Seminar Do you want to learn how to maximize your profit and pay less in taxes so your money works for you? It’s no secret that saving taxes accelerates wealth and compresses your time frame towards financial independence. But what are the best strategies to accomplish this? […]
February Newsletter Quick Poll Video: Solo 401k Investment Options Client Testimonials Sense Financial team is extremely knowledgeable and friendly and helped make the setup of my self-directed Solo 401k a smooth process. They provide a really nice client portal with a knowledgebase that can answer most any question. However, if you ever need […]
January Newsletter Quick Poll Video: Solo 401k Loan Provision Client Testimonials I am thoroughly impressed with the products (value, wealth-building) of Sense Financial but even more so with the staff and leadership of Sense Financial (knowledge, professionalism, courteousness). The only regret which I have is that I didn’t contact Sense Financial sooner!!! What […]
November Newsletter Video: Solo 401k Quick Tip Client Testimonials I’m impressed that I’m able to speak with Dmitriy directly and I find him to be open and easy to talk to. It’s important to me that Dmitriy is an investor as well so he understands my goals in investing. Read more testimonials Webinar: Year-end Tax Planning Strategies For those of you […]
October Newsletter Client Testimonials Dmitriy’s presentation was simple and to the point. My experience with Sense Financial has been a positive. Dmitriy have made himself available to me when I have had questions and I really appreciate that. I also want to thank the team for the additional information that they provide through the website. Read more testimonials Upcoming Events: Year-end Tax Planning Strategies […]
September Newsletter Client Testimonials Dmitriy & his team of professionals guided me through the entire set up process for my Solo 401K, answering all of my questions and providing me with a complete set of documents. In addition, they provide a web site for customers with a Q&A format along with many other documents at no additional cost. I also […]
August Newsletter Video: Solo 401k Contribution Limits Can Give You the Largest Tax Benefit Client Testimonials We are really thankful to have our Solo 401K setup and to have the freedom to invest in a wider variety of investment options. For us this has been investing in tax liens in Florida. We just received our first redemption check in the […]