February e-Newsletter
Client Testimonial:
 I couldn’t have had a better experience. Setting up a self-directed Solo 401(k) isn’t simple, but Sense Financial was there every step of the way to answer questions quickly and accurately. At one point, I had an issue transferring money from one financial institution and Dmitriy got on a conference call with them the same day and sorted it out. I look forward to a long relationship with Sense Financial and would recommend them without hesitation.
Carl J. – Longmont, CO
Checkbook IRA: How To Diversify And Grow Your Retirement Portfolio
How do you feel about staking your entire future on the stock market? Risky, right! Who would do that? Surprisingly enough, a lot of investors are putting all their money in the stock market directly or indirectly. If you rather invested in bonds to minimize the risk, you’re unlikely to gain the returns necessary to fund your retirement. That along with the changing federal interest rates makes bonds an unattractive investment option.
So, how do you invest for retirement while minimizing your risk and still pocketing handsome returns? Investing in alternative assets with a self-directed Checkbook IRA is an option to look into…
7 Legal Tips For Homeowners
Buying or building a home for the family is part of the American dream. You have worked hard for it, and achieving homeownership is a big step. However, homeownership comes with certain responsibilities and even potential liabilities that you need to be aware of. There are certain steps that you need to take to ensure protection of your home and your personal assets…
Wisdom from the Bible
“One who is faithful in a very little is also faithful in much, and one who is dishonest in a very little is also dishonest in much”
Luke 16:10
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Could You Be the Next Success Story?
Many of our clients started with little knowledge of how a self-directed retirement account can help their investing ventures. This is why our team is here to provide all the support and guidance you need.
Explore the possibility of gaining total control over your retirement funds today, simply pick up the phone and call us at 949-228-9394. Or schedule a free appointment with one of our retirement planning experts:
Comment or Suggestion?
Is there anything you would like to see in the next newsletter?
Feel free to get in touch by sending your question or comment to info@sensefinancial.com or simply reply to this email. We’d love to hear from you!
Our team at Sense Financial is committed to educating individual investors, professionals and business owners about financial concepts that make sense. We offer live events in Southern and Northern California geared toward self-directed investing. We also offer webinars, so no matter where you are, you can join us and invest in yourself.
If we can be of any service to you, please give us a call or contact us via email. Our team is committed to providing quality service to our clients and investors.
Sincerely,
Sense Financial Team
(949) 228-9394
info@sensefinancial.com
Disclaimer: Sense Financial Services LLC is not a fiduciary and does not provide legal, tax, investment, accounting or other professional advice. If legal, tax, investment, accounting or other expert assistance is needed please use services of competent professional.
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