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Strategic Alliances

Strategic Alliances

A Proven Method

Source clients have the advantage of directly connecting into a proven network of people, expertise, and opportunities. These strategic alliances comprise a powerful network that will effectively guide you to build your investment strategy and retirement wealth.

  • Connect to the top retirement investment advisors and companies in the self-directed industry
  • Gain knowledge that will guide you through complex tax and legal regulations
  • Identify viable self-directed investments
  • Customize a plan that works for YOU in today’s volatile market

Source will immediately bring you access to:

  • Goodwin Enterprises, LLC: An industry leader in the Las Vegas luxury market real estate brokerage
  • Provident Group: Trusted expertise, specializing in self-directed investments
  • Bruce and Associates:  A CPA firm specializing in tax planning and investment self-directed strategies
  • Fette Helquist and Park, Attorneys-at-Law: Two of  the top ten tax ERISA attorneys in the US.
  • The Tax Lawyers Exchange: 1031 tax exchange experts
  • Service 1st Bank of Nevada: A leading financial services institution
  • Brand, Ltd.: A premier branding and marketing agency

Third-Party Administrator

The Third Party Administrator is inherent to the success of the self-directed retirement portfolio. Your IRA custodian must understand the IRS code and guide you through the process. This administrator will not limit you to mutual funds and stock market purchases that are most beneficial to the commission-based system of stock brokerage firms, but rather, the informed administrator will make sure that all your choices fit within the scope of the self-directed guidelines. 

The administrator will provide the following:

  • Assistance in the process of how to choose, not what to choose
  • Assurance that your acquisitions are IRS code-compliant
  • Preparation and distribution of Buy-Sell Direction Letters