The Entrust Group
March 16, 2022
For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments.

Stand Out As a Financial Advisor With Advanced Tax-Planning and Self-Directed Investments

We don't have to tell you it’s the middle of tax season. Long days, takeout at your desk too many nights in a row, and one more client with a question only you can answer. 

We hear you. It’s not easy being a financial advisor, but the work you do makes a difference every single day. And whenever you do something amazing for your clients, they are more likely to share your name with their friends. 

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What better way to wow your clients than by providing investment options your competitors don’t know about paired with a focus on tax-advantaged planning. 

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Every financial advisor offers stocks, bonds, and mutual funds. But what if you had the chance to offer your clients opportunities to invest their retirement funds in tax-advantaged accounts that let them invest in things they love like horses, bowling alleys, real estate, or even crypto? Self-directed IRAs (SDIRA) have the potential to let your clients invest in alternative assets with the tax advantages of an IRA. 

Want to learn more about how self-direction can level up your advisor practice? Finish reading the full article here .

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