New Client Consultation: Connect with Our Experts
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.
Talk through account types, tax benefits, and next steps.
Walk away with a clear, custom action plan.
Existing client looking for support? Click here
Talk through account types, tax benefits, and next steps.
Walk away with a clear, custom action plan.
Existing client looking for support? Click here
Why Investors Choose IRA Financial
Built Around Your Goals
Whether you’re investing in real estate, crypto, or your own business, we help you design a retirement plan that fits your strategy.
IRS-Compliant Guidance
Avoid costly mistakes with expert support on IRS rules, prohibited transactions, and structures like Solo 401(k), Checkbook IRA, and ROBS.
Trusted by Thousands
With more than $5 billion in retirement assets facilitated and a 4.8-star average rating, thousands rely on us for clarity and confidence.
FAQ Accordion
What happens next after I booked a consultation?
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.
Is there anything I should prepare before the call?
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.
Will I be speaking to a salesperson or a retirement expert?
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.
How long does the consultation usually take?
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.
What types of investments can I use my IRA or 401(k) for?
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
How fast can I get started after the call?
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.