Why Sense Financial

Why Sense Financial

Why Sense Financial

Sense Financial is the markets leading provider of retirement accounts with Checkbook Control. We have helped hundreds of clients establish IRS compliant Self-Directed IRA and Solo 401k Plans.

We work with best industry legal tax experts Charles D. Lockwood, J.D., L.L.M. and John P. Griffin, J.D., L.L.M. who have over 45 years combined experience in tax and employee benefits field, as well as experience with the US Department of Labor.

With Sense Financial, you no longer have to spend a fortune to establish an IRS Solo 401k Plan. We are committed to offering our clients customized professional services at a fair and reasonable price with professionalism, quality and efficiency.

Excellent Customer Service, see what our clients say:

  • Sense Financial opened up my vision on how to consolidate retirement… I highly recommend to anyone who is interested having 100% control of their retirement funds to counsel with them (J. Leung – San Fernando Valley, CA)
  • All the work and documentation was handled for me and I was very quickly off and running with my own investments through my IRA. I highly recommend their services (Maurice Rawlings, M.D. – Chattanooga, TN)
  • I had a very positive experience working with Sense Financial (Jeff M.)
  • VERY knowledgeable to be able to diversify IRA holdings to achieve one’s retirement goals. This is a complex area of expertise that most financial advisors know little about, and Dmitriy stands out as a great partner as a result. I highly recommend him! (Brian McArthur – San Diego, CA)
  • Since letting them handle my 401K I have been gratified to find out that they are true professionals and have been there for me after everything was set up (Pamela Rohan – Willow park, TX)
  • In our search for a suitable consultant to establish a self directed IRA, my wife and I talked to six different firms. We picked Sense Financial because we were highly impressed with thier deep knowledge of the subject coupled with his insightful questions seeking to address our specific need convinced us that Sense Financial was the right consultant for us (R.B. – Rancho Palos Verdes, CA)

These are just some of the reasons why Sense Financial is the choice for our clients!