We invest self-directed individual retirement account (SDIRA) money and savings in real estate mortgage notes, for mid-to-high net worth individuals, families and businesses. who own or are able to own self-directed individual retirement accounts (IRAs).
We work with multigenerational families and appeal to Boomers as well as the entrepreneurial next generations. The majority of our current client demographics are 70% Boomers. Our clients consist of female, male, divorced, married, empty nesters, no children, children, and with and without grandchildren.
The careers of our clients range from entrepreneurs, small business owners, and teachers, to physicians and technology professionals.
Our client’s biggest pain points are:
1. Growing their retirement investments (sometimes quickly) or wanting to retire early
2. Being aware of the benefits of investing SDIRA money to make their money work harder.
3. Trusting who they invest with
4. Transparency (where, when, etc)
5. Minimize risk and Maximize returns
Our biggest hurdle right now is to build trust in an arena that is filled with scammy investment firms.