This site is published for residents of the State of California only. The information contained in this site is for educational and reference purposes only. Follow up conversations with potential clients or effecting the creation of a 7702 Private Plan will not occur without proper suitabililty requirements, disclosures requirements and signed and copies received by prospective client per California State law. We believe that a properly structured 7702 Private Plan has a place in nearly every individual's portfolio, and we will take the time to fully answer all of your questions before submitting an application to open your own Private Plan retirement account.
The Truth About Hidden Fees 3 - 8 mins
401k, IRA and other government qualified plans have degenerated into a 'witches brew' of hidden fees. This is part 3 of the Bloomberg Reports expose on how millions of American's are being robbed of more than half of their retirement plan.
Contact Us to receive our free report "Qualified Plans, financing the governments retirement or yours?" and complete details on establishing your own tax free, no risk 7702 Private Plan
Contact Us to receive our free report "Qualified Plans, financing the governments retirement or yours?" and complete details on establishing your own tax free, no risk 7702 Private Plan
video
