I educate investors like you on using your retirement funds to invest in alternative assets.
Watch this video to learn more about me.
Since 2016 I’ve had the opportunity to impact hundreds of clients by providing diligent and thorough assistance with transactions ranging from small, hard money lending to multi-million dollar real estate deals. As a Business Development Specialist, I leverage everything I’ve learned from personal experiences, networking events, and continuing education to help you, the investor, confidently invest using your self-directed IRA or 401(k). To learn more, discuss your goals, or get started, please give me a call at 727.223.3046, email me, or schedule a consultation with me.
Alternative Investment Options
Alternative assets can potentially build wealth at a faster pace than traditional stocks, bonds, and mutual funds. With a self-directed IRA, you and your financial team choose your investments.
- Oil and gas
- Land speculation
- Debt leveraged or not
- Partnership options
Promissory Notes /
- Origination loans
- Purchase discount notes
- Fractional or whole notes
- Real estate funds
- Venture capital
- Impact investing
How I Have Helped My Clients
“I love Advanta IRA because their reps are very knowledgeable and helpful. In particular, Corey Daharsh, my former assigned rep, was friendly, professional, and promptly met all my requests. He even sent me the proper forms I needed for specific transactions which saved me a lot of time and aggravation. I’ve missed Corey since he was transferred to another office but I know that he will be successful in his new position as a sales consultant and presenter for Advanta IRA.”
“I cannot find words to express the excellence and the highest standards that you run this company. I have had only exemplary contact and interactions with Corey directly, and Paul, indirectly. Corey is professional, engaging, polite, diplomatic, and upbeat. I could not be happier I chose Advanta IRA.
I am recommending you to my Facebook friends.”
“Corey is wonderful to work with…he is very professional and proficient at what he does…all with a GREAT attitude focused on the client.”