Fulcrum Self-Directed: Better Options for Your Retirment Savings

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Why Fulcrum?

Image of Rocks in Fulcrum ArrangementWhy Fulcrum Self-Directed?

Fulcrum Self-Directed establishes IRS-compliant IRA and 401(k) plans that permit the account owner to invest in any asset class not prohibited by IRS and DOL Prohibited Transaction regulations.  In either the IRA or 401(k) plans you:

1)  Directly control your investments;

2)  Invest without custodian oversight or interference, delays and fees (and in the case of the 401(k), no custodian);

3)  Invest as you see fit…no longer being limited to what your broker offers;

4)  Invest in traditional (e.g., stocks, mutual funds) or non-traditional (e.g., real estate) assets all from one account; and

5)  Save fees by controlling and directing your plan (versus someone else operating and directing your plan).

Call John now to discuss your options — (866) 331-6350

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About John Park

John

As co-founder of Fulcrum Self-Directed, John Park believes in the power of self-directed plans tempered by the individual responsibility to operate the plan in compliance with IRS and DOL regulations. As such, Fulcrum Self-Directed is in a unique position to assist a client in establishing an IRS compliance self-directed plan, while guiding clients with their responsibility to operate and administer their plan.

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