Many experts agree that company pensions and Social Security will no longer be enough to cover the cost of living for many individuals.  


It is never too early to start to think about tomorrow. If you have questions about planning for your future financial security, contact us. We will provide you with professional and competent advice when it comes to choosing the right strategy. 

Our $500 IRA LLC Setup includes:

  • LLC Entity creation - additional fees might apply per different Secretary of State
  • Employer Identification Number from the IRS (EIN #)
  • LLC Articles of Organization
  • LLC Operating Agreement
  • LLC Template for Special Meetings and Actions
  • Assistance with the paperwork on transferring funds to Custodians that allow alternate asset investing with IRAs.  I utilize Advanta for my custodial needs.
  • Georgia Secretary of State - LLC setup fee is $100, NC is $125, Iowa is $75 - this is charged to the IRA Holder as a pass through fee.
  • Please note that $500 fee is returned if you invest with us in an Investing Partnership (returned at the first investment payday)