The Advanta IRA®: Unlock Financial Freedom in Retirement

Not all self-directed retirement plan custodians are alike. Some may have lengthy processes you must wait on. Others may not provide the level of attention and service you deserve. Many don’t even allow every alternative investment that’s permissible in these accounts. So, if you’ve encountered any of these issues in your search for financial freedom in retirement, then you need to check out The Advanta IRA®.

Have you decided to take control of your own retirement funds and investing decisions by using a self-directed IRA?A young woman with long brown hair, smiling on the beach because she is using The Advanta IRA® to build retirement wealth.

Just because the Dow has performed historically well over the past months doesn’t mean that streak will continue. It also doesn’t mean that every offering on the market is on the upswing. With this in mind, a growing class of smart investors are taking charge because they are tired of the uncertainty and volatility of Wall Street. These individuals are taking a hard look at alternative investments and the possibilities that lie within that asset class.

The result?

Investors are not only realizing the potential these alternatives present, they’re taking advantage of it.

Why Use Self-Directed IRA?

Self-directed IRAs give account owners the flexibility and control they seek to achieve financial freedom in retirement. You’re able to invest in things you know and understand, at a pace that you set for yourself.

When you become actively involved like this, you eliminate the ambiguity of the stock market and offset potential losses with diversity that is found in alternative investments. You’re able to personally vet each and every asset you want to acquire—which can increase your potential of success in reaching your goals.

Choosing the right self-directed retirement plan is as important as the due diligence you perform on investments.

This is why you should consider The Advanta IRA®. This plan gives you access to unlimited permissible assets that reach far beyond Wall Street. The investing process in not cumbersome or lengthy because we have streamlined our administrative methods to the proverbial “T.”  You’re paired with a dedicated account manager who provides expert, concierge-style service that surpasses any in our industry. You’ll also get access to free educational tools designed to assist you in learning and investing with ease and confidence.

What more could you ask for?

If you have decided to use self-directed plans that allow you the freedom and flexibility to invest in what you know best, you need an enabler. In fact, you deserve a plan administrator that enables you to confidently seek and invest in assets you feel will allow you to build wealth to retire well. That’s where Advanta IRA comes in.

Because, here’s the thing: Finding that financial freedom is not like searching for the Holy Grail. It’s totally doable when you put yourself in charge of your own future and choose a team of experts that guarantee the administrative details of your accounts comply with IRS rules and regulations. The same team of experts who provide one-on-one professional yet personal service to ensure you clearly understand the process. The same team of experts that are YOUR team—who are always there to answer your questions and make sure the process is as easy as it can possibly be.

And, that’s what you’ll get when you choose to use Advanta IRA as your self-directed retirement plan service provider.

Perks of The Advanta IRA®

  • Hold an unlimited number of assets to build and protect retirement wealth
  • Choose your own investments based on things you know and understand
  • Access to every alternative investment available and permissible by the IRS
  • A dedicated account manager providing concierge-style service to help you navigate the investing process
  • Assurance the administrative details of your account are performed in compliance with IRS standards
  • Competitive asset-based fees

If you want to learn more about how The Advanta IRA® can increase the potential of achieving financial freedom in retirement, contact Advanta IRA today.

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Self-Directed IRAs:
Take Control of Your Retirement Funds


About Jack Callahan

Jack proudly earned his bachelor’s degree in finance and multinational business from Florida State University and his law degree from the University of Florida College of Law. He established Advanta IRA in 2003 and has steadily nurtured and grown the company and the team every year since. Prior to founding Advanta IRA, Jack delivered specialized counsel to real estate investors, small business owners, and real estate professionals on tax, legal and financial matters. As an industry expert, Jack is a frequent speaker on self-directed retirement plans. He is an accredited continuing education instructor for the Florida and Georgia Bar Associations, Florida and Georgia Real Estate Commissions, and The American Institute of Certified Public Accountants.