Corey Daharsh, CISP—Business Development Specialist

Diversity is essential for portfolio growth.

Watch this video to learn how I help my clients achieve true diversity in their retirement portfolios.

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.

Accounts that can be Self-Directed

There are several different types of plans that can purchase the assets listed below.

Individual Accounts

  • Traditional IRA
  • Roth IRA
  • HSA – Health Savings Account

Employer Accounts

  • Solo 401(k)
  • SEP IRA
  • SIMPLE IRA

Ready to Get Started?

Open your account with Docusign

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.

Real Estate

  • Residential
  • Commercial
  • Agriculture
  • Oil and gas
  • Land speculation
  • Debt leveraged or not
  • Partnership options

Promissory Notes /
Private Lending

  • Origination loans
  • Purchase discount notes
  • Fractional or whole notes

Private Equity

  • Real estate funds
  • Start-ups
  • Venture  capital
  • Impact investing

Want to Learn More?

Contact Corey Daharsh
727.223.3046
[email protected] or

SCHEDULE A CONSULTATION

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.”
—Janice

“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.”
—Stephen

“Corey knows his business extremely well and exceptionally articulate when explaining the advantages and intricacies of self-directed IRA’s.”
—John

Learn with Me