Self-directed plans
Establishes self-directed IRAs and Solo 401(k) plans.
Sense Financial Services
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About Sense Financial Services
Based in Anaheim, Sense Financial Services is a financial services firm specializing in self-directed retirement plans. It establishes self-directed IRAs and Solo 401(k) plans with checkbook control, and helps clients roll over retirement funds into those plans. Plan owners can direct retirement funds toward alternative investments, including real estate, mortgage notes, trust deeds, private businesses, precious metals, and private lending. The firm provides support through the plan setup process and offers guidance on maintaining plans in compliance with IRS rules. Clients also receive access to an online portal with educational articles, videos, and forms. Sense Financial serves clients in all 50 states.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Checkbook control
Plans let owners direct investments without custodian approval.
Client portal
Access educational articles, videos, and plan forms.
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