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Build Your Retirement Portfolio using Checkbook IRA Tax Free with the Help of Sense Financial


Sense Financial Services has helped hundreds of satisfied clients diversify and grow their retirement portfolios using Checkbook IRA. Hear what one happy customer has to say about his experience working with Sense Financial team.

Long Beach, CA (PRWEB) October 31, 2012

Sense Financial Services strives to help all of their customers get ahead financially, whether it's opening a self-directed retirement account, helping client plan for debt-free living, estate planning or protecting families with life insurance. They frequently hold seminars to introduce their services to the public and give individuals an information filled program about how the attendees can take the right steps towards more secure financial future.

One recent testimonial came from Patrick Prunty, resident of Long Beach in Southern California. A client explains how the team at Sense Financial Services, helped him buy another piece of real estate when he was pretty sure he wouldn't be able to get another piece of property to add to his portfolio. Lenders had told the client that, due to the poor lending market, the client couldn't qualify for any new loans. After attending one of the Sense Financial Services seminars, the client learned information which allowed him to pay cash for a piece of investment property using his retirement funds within six weeks of attending the seminar. Of this, the client said, "The information I learned was phenomenal. I learned that I could diversify my retirement portfolio by using funds from my Roth IRA to buy real estate [and that is] exactly what I did."

Sense Financial team assisted the client in creating a Self Directed IRA LLC in which he put some of his Roth IRA savings. Now he has complete control over the money and can use it to invest in real estate through the LLC. Since he already paid tax on contributions in his Roth IRA, all of the profits and gains including rental income and capital gains will not be taxed. While at this time the funds are tied up in the investment, and not available for him to use personally, this investment vehicle will generate tax-free income for the rest of his life, which he will have access during his retirement years!

Sense Financial is the California's leading provider of retirement accounts with “Checkbook Control”: Solo 401k and Checkbook IRA. Over the years they assisted hundreds of clients obtain checkbook control over their retirement accounts while providing them the ability to invest in virtually any investment class, including real estate, private lending, mortgage notes and much more without the need for custodian approval!

The company was founded to assist middle-American families with planning for their future. The concepts they teach and promote are based on proven Biblical principles:

  •     Get out of debt (The borrower is servant to the lender. Proverbs 22:7)
  •     Set Goals (Good planning and hard work lead to prosperity… Proverbs 21:5)
  •     Invest for the future (The wise man saves for the future, but the foolish man spends whatever he gets. Proverbs 21:20)
  •     Diversify your investments (Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth. Ecclesiastes 11:2)

From the years of experience they found that following these time tested principles will lead to financial success. However, violation of these principles will bring financial failure.

To learn more information about self directed retirement accounts with checkbook control, please visit

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