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.
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.