Financial Tactics Preview Show #769

Kaaren Hall, CEO, uDirect IRA Services, LLC


 


At uDirect IRA Services, the investments in clients retirement
accounts can be self-directed by the client directly. With a
self-directed IRA from “uDirect”, you make the investment
choices. The types of investments are almost limitless. With the
self- directed IRA account, “uDirect” acts simply as an
independent administrator handling the investment transactions
which you dictate.  


 


 


Matt MacFarland and Amanda Han, Managing Directors Keystone
CPA


 


Keystone is a professional client services firm dedicated to
providing comprehensive financial, tax, and accounting solutions
to business owners and real estate investors. Their team of
Certified Public Accountants deliver high-quality financial
solutions through a High-Touch / High-Services approach to ensure
that their clients maximize the profitability of their businesses
and investments. Keystone’s financial and tax strategies result
in increased profitability and wealth accumulation for all of
their clients.


The Norris Group originates and services loans in California and
Florida under California DRE License 01219911, Florida Mortgage
Lender License 1577, and NMLS License 1623669.  For more
information on hard money lending, go
www.thenorrisgroup.com and click the Hard Money tab.


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