The more people we can enable to succeed financially, the closer we get to our goal of preventing millions of Americans from suffering a crisis in retirement, or failing to leave the legacy they aspire to.
CHICAGO (PRWEB) October 31, 2017
Expanding on its award winning background and technology platform, SDIRA Wealth is now providing its product line and service to financial planners and investment advisors so their clients can enjoy more success in the fast changing investment landscape.
SDIRA Wealth advances the firm’s mission to empower individuals with a reliable and high performing investment experience, with greater efficiency, speed and scale. CEO Justin French says, “The more people we can enable to succeed financially, the closer we get to our goal of preventing millions of Americans from suffering a crisis in retirement, or failing to leave the legacy they aspire to. We believe that partnering with existing advisors, and helping their businesses grow simultaneously so they are better equipped to serve their clients, takes this to the next level.”
This service has been in high demand from investment advisors, wealth planners, and other offices over the last 18 months and has reportedly spurred an evolution for the company, which exclusively offers its service and product through non-competitive, partner channels.
It couldn’t come at a better time for professionals and family offices which are dealing with ever more savvy and educated clientele, who expect more. Individuals are no longer willing to settle for paying high fees and receiving generic advice that will put them into broad funds which lack the protections, value, and returns needed to deliver on their financial goals. This has become even more pressing this year with stock prices soaring to new highs, a record breaking storm season, and a barrage of tax hits which could come into play in 2018.
These core services center around alternative investments in income producing residential real estate, with non-recourse financial leverage in place, and 24/7 full service management.
To find out if your firm may be a good match for SDIRA Wealth, check them out online today at sdirasetup.com