My Solo 401k Financial LLC helps our clients take control of their retirement money.
Our products and services provide our clients the freedom to invest their retirement savings in their own business as well as alternative investments such as real estate, private companies, promissory notes, precious metals, tax liens and equities.
We are a leading provider of self-directed retirement accounts including ROBS 401k plans. Our history includes 30 years of combined experience between our owners. Our highly experienced owners are hands-on alongside expert team members servicing all 50 states.
Services
Setup and Compliance Support for various retirement plans including the following: Self-Directed Solo 401k Business Financing 401k (ROBS 401k) IRA LLC
701 Palomar Airport Rd Ste 300
Carlsbad, CA 92011