Client Testimonial: J.R. (Individual k)
My wife and I both had a combination of several IRA and 401(k) accounts. Those accounts have gone through the roller coaster ride of the economy over the last 10 plus years and we lost significant amount of money, especially back several years ago when the market really started to tank.
We just one of those typical couples were we just really don’t know what to do with it and leave it in there hoping that something is going to happen with it that will be on the positive side. But for the safety sake we’ve done a lot of movement from mutual funds to the basic cash types of accounts which earned pretty much nothing. And when you consider the inflation amount that’s going on in the country now – then we are losing money!
To stumble on the services Sense Financial offers, in terms of being able to utilize those types of accounts for self-directed investing – it was “Wow”!! That was very significant to hear about that ability.
I heard of something like that before but never really investigated. When I had the chance to speak with the IRA expert about what could be done with my 401(k) and then transfer my account into Individual K with Sense Financial – that was very amazing!
I’m very excited about what can now happen with our retirement account. Knowing that it’s going to be in an investment that we can have full control with the help from Sense Financial has been very helpful.
The checkbook control Individual 401k plan offer is astounding to me. I never knew that ability was there available for the general public. Knowing that I have the ability to control where my money goes offer a lot of security. Because when you just leave it to the brokerage firms, they don’t have vested interest in your retirement account and as a result, thousands of dollars can be lost. So having a full control over my retirement account is very amazing!
My recommendation to a potential client is that you definitely have to investigate what Sense Financial has to offer for the Individual 401(k) package, because it does gave you full control over your retirement account and the potential is so great. Leaving your retirement money in the stock market right is scary. Having complete control of your retirement account is just makes sense.
