Take the Wheel to Self-Direct Your Retirement Savings (We Can Help)

Heights. Public speaking. Snakes. People have lots of fears, but planning for retirement shouldn’t be one of them. To the contrary, you should be afraid of not planning. Being in control is the best route to a comfortable retirement, and self-direction puts you in the driver’s seat so you have more control over your investments. The Entrust Group, a self-directed IRA administrator, provides:

1. Investor education 

We pride ourselves on supplying resources and educational materials to help new investors get started and experienced investors stay up-to-date with self-directed IRA rules. Understanding how to invest using IRA assets helps empower investors and encourages the confidence to take control of the wheel to self-direct their investments.

2. Personal service

We're dedicated to helping investors by assisting in answering general questions individuals have regarding their IRA plans. As an IRA record-keeper, we do not give investment advice, but we want to make investing as easy as possible. Our trained staff, many of whom are Certified IRA Services Professionals, carefully tailor their assistance to the needs of each individual, ensuring outstanding personal, one-on-one service. Emphasizing honest, reliable, and accurate communication with our clients builds the trust essential for lasting relationships down the road.

3. Innovation

We strive to keep up-to-date with the industry trends and our clients’ needs, especially when it comes to making sure services are convenient and easy to use. For example, our unique myDirection Visa® Card allows our retired clients to take out required minimum distributions from their IRAs and current investors the option to manage their investments without hassle. Additionally, our partnership with SavedPlus, a money saving app, is a secure way to open an account or deposit money into existing accounts all via mobile device while you’re cruising away from home.  

Investing with a self-directed IRA doesn’t have to be complicated. Working with The Entrust Group means you have a companion through the entire journey. Our goal is to help you understand investing using your IRA as well as your role and responsibilities, while providing convenient, easy-to-use resources, all with a personal touch.

To learn more about how we can help you gain control over your financial future, just give us 15 minutes. Request a free consultation today!