Your Free Consultation is Scheduled.
We’ve sent a confirmation email with everything you need; follow the steps below to get ready for your call.
Before the Call
Prepare your questions about setting up an account, rolling over funds, or investing in assets like real estate or private equity. Have any documents or ideas ready to discuss.
During the Call
Your New Accounts Specialist will explain your options, guide you through the setup process, and answer your questions about self-directed investing.
After the Call
You’ll be ready to move forward or schedule more time if needed. We’ll follow up and support you every step of the way.
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.