1.  : conscious of benefit received

// for what we have received makes us truly thankful

2.  : expressive of thanks

// thankful for your service

3.  : well pleased

// we were thankful it didn’t rain

synonyms: blissful, delighted, glad, gratified, happy, joyful, joyous, pleased, satisfied

This month we give thanks to you! We would not be where we’re at today without you as our loyal clients and followers. We are truly thankful not only to have you, but to have the ability to offer a unique retirement planning strategy that could build you wealth to last a lifetime and pass down to the “next generation.” We appreciate your commitment to us and the opportunity to keep doing what we do best in this growing industry.


See What We’re Up to This Month!

Published This Month

[White Paper] Avoiding a Prohibited Transaction for your Self-Directed IRA
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[Blog Post] Are You on Track for College Savings? A Self-Directed Coverdell SEA Can Help
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[Blog Post] Forget About Social Security in Your Financial Plan; Focus on a Self-Directed IRA Instead
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[Blog Post] Are You Headed for a Retirement Income Crisis?
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[Blog Post] Americans are Stressing About Retirement – Are Your Savings Giving You Nightmares?
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[In The News] 5 Quirky IRA Rules You Never Heard Of
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Last, But Never Least

Happy birth month to our CEO, Jaime Raskulinecz, who will be celebrating her birthday on November 17th.

For someone as awesome as she is, she deserves to be celebrated all month long! Who wants a single day, anyway? Celebrating all month seems much more fitting.

Wishing you many more, Jaime!