The business, an established provider of small business retirement plans, has been helping individuals, families and business owners achieve financial freedom through education, consultation and other professional services.
Newport Beach, CA (PRWEB) January 26, 2014
Yorba Linda Awards Program annually recognizes local companies that utilize outstanding marketing strategies in their business field. These companies are also selected for their ability to implement best practices, valuable programs, customer service, or community involvement initiatives that contribute to the welfare development of Yorba Linda, California as well as improvement of the U.S. economy.
Based on the data gathered by the awarding committee and from business organizations, trade groups and other third parties, Sense Financial stood out among other companies in the Financial Services category for the year 2013. The business, an established provider of small business retirement plans, has been helping individuals, families and business owners achieve financial freedom through education, consultation and other professional services.
Two of the viable solutions they offer is Solo 401k for self-employed and Checkbook IRA for self-directed IRA investors. Unlike traditional pension plans, the former allows the participants to invest their retirement savings into stocks, startup companies, real estate and other investment opportunities on a tax-free basis. It provides them a chance to maximize their knowledge, skills and interest to diversify their retirement portfolio.
On the other hand, the latter consist of services related to processing various transactions for establishing a Self-Directed IRA. Once all the requirements are accomplished, this solution allows the account owner to make transactions with less custodian involvement; thereby making business decisions more economical, time-saving and convenient.
Sense Financial has received a number of testimonials from its clients. They have regarded Dmitriy Fomichenko, the founder and president of this small business retirement plans company, as knowledgeable, experienced, systematic, and detailed-oriented. He is commended for his capability to differentiate various investment options in order for clients to make the right choice. He and his staff are appreciated for being efficient in answering queries, providing the required documents, and setting up preferred plans.
The positive image Sense Financial has demonstrated to other entrepreneurs in Yorba Linda is a noteworthy accomplishment. People who have availed of their small business retirement plans have appreciated the value they add to their lives. The quality of their contribution to the community inspires other local businesses in the area to excel in their field.
Sense Financial is California's leading provider of retirement accounts with "Checkbook Control": the Solo 401k and the Checkbook IRA. Over the years, they have assisted hundreds of clients obtain checkbook control over their retirement accounts while providing them with the ability to invest in virtually any investment class, including real estate, private lending, mortgage notes and much more without the need for custodian approval.