Education & Facilitation of Self-Directing Qualified Retirement Accounts
Financial Analysis, Wealth Preservation, Wealth Planning
Retire Happy specializes in helping individual and businesses reach their financial goals. Our company challenges the conventional formula and creates new approaches for clients to experience and learn about a variety of investment vehicles, while simultaneously being educated on how to self-direct their individual retirement account (IRA).
Retire Happy eliminates the popular angle of bank CD’s and the stock market as the only options for an IRA. In fact, Retire Happy prefers to educate clients about alternative investments that are income producing, such as real estate.
OUR PRIMARY FOCUS IS TO EDUCATE YOU AND ENSURE YOUR SUCCESS. Our level of experience allows us to provide you with the ideas, concepts, and strategies on self-directing assets to assure you are empowered to invest in WHAT YOU WANT. We will educate you on how to take advantage of self-directed IRA’s.
, Cash Flow Management
, Family Wealth Planning
, Financial Adviser
, Financial Analysis
, Financial News
, income planning
, INDEPENDENT ADVISER
, Independent Financial Adviser
, Independent Financial Advisor
, Market Commentary And Research
, Non-qualified Retirement Plans
, Portfolio Planning
, Qualified Retirement Plans
, Short Term Planning
, Wealth Planning
, Wealth Preservation