Free New Client Consultation
Schedule a free 15-minute call with a self-directed retirement expert to get clear, honest answers about real estate, crypto, Solo 401(k)s, and more. No sales pitch, just real guidance.
- Know exactly which account fits your goals and its tax advantages
- Walk away with a clear path to open and fund your account
- Straight answers on IRS rules and prohibited transactions
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Why Investors Choose IRA Financial
Consultation FAQ
Your dedicated retirement specialist will call you at the time you selected. You’ll get a reminder email (and optionally a text) before the meeting.
If you have an existing IRA, 401(k), or retirement plan, it’s helpful to have your most recent statement ready. But it’s not required. We’ll guide you based on your goals and situation.
You’ll be talking to a trained retirement specialist — not a generic sales rep. Our team understands IRS rules, alternative investments, and plan setup processes.
Most calls last 15 to 30 minutes, depending on your questions and goals. We’ll give you a clear overview and next steps if you’re ready to move forward.
With IRA Financial, you can use your retirement funds to invest in:
Real estate
Private businesses or startups
Cryptocurrency (Bitcoin, Ethereum, etc.)
Precious metals
Promissory notes
You can typically begin the setup process the same day. Most clients open and fund their account within 2–5 business days, depending on their custodian.