Diversity is essential for portfolio growth.
Watch this video to learn how I help my clients achieve true diversity in their retirement portfolios.
I’m Corey Daharsh, a self-directed retirement investing expert with over ten years of experience in the financial industry, holding the prestigious designation of Certified IRA Services Professional (CISP) from the American Bankers Association.
Starting in high school, I found my passion for understanding the complexities of financial literacy and educating others to help them use diverse investment strategies to prosper fiscally. I enjoy leaving a positive impact and have proven adept at breaking down unique, complex topics and concepts into simple, digestible nuggets of information that audiences love.
While my personal investing interest involves various real estate asset classes and private lending, I’ve helped hundreds of clients complete thousands of transactions since joining Advanta IRA in 2016.
Types of Self-Directed Accounts
There are several different types of self-directed accounts that can purchase the assets listed below.
- Traditional IRA
- Roth IRA
- HSA – Health Savings Account
- Solo 401(k)
- SEP IRA
- SIMPLE IRA
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
Want to Learn More?
Contact Corey Daharsh
[email protected] or
SCHEDULE A CONSULTATION
What Clients Say About Corey Daharsh
“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 knows his business extremely well and exceptionally articulate when explaining the advantages and intricacies of self-directed IRA’s.”