Self-Directed Retirement Administrator Is Ready to Respond
I was recently in a meeting with a group of attorneys who are forming a new business, and they wanted to understand the benefits of wealth building through a truly self-directed IRA or Individual(k) plan.
By: Lisa Moren Bromma
IRA and 401(k) Insights
I was recently in a meeting with a group of attorney’s forming a new business and need to understand the benefits or wealth building through a truly self-directed IRA or Individual (k)
As we were talking about why people use a self-directed retirement plans to help them take control with their IRA, the question came up about why Entrust versus any competitor, the discussion went further as they shared with me what each competitor thinks of the other.
This caused me to pause for a moment. I have nothing negative to say about any true custodian, administrator or banking/trust institution. I found it amusing that others can “throw stones” at each other.
I thought I would share a little information about Entrust that allows you, the investor or business professional looking for a company who can meet your needs, answer your questions and provide outstanding customer service.
For the last 28 years, Entrust has been providing record keeping and administration for investors who wish to take control of a part of their portfolio that allows them to self-direct, meaning they choose the investment they wish to acquire in their IRA.
In 2002 Hubert Bromma, CEO of Entrust, decided that customers would be better served with a local office that can be available to meet the needs of the local client, and be in a position to help educate local investors know matter what investment type they wish to select.
Today, Entrust has 28 offices nationwide and continues to grow. The concept of a local office where the client is getting the customer service they deserve, has been very successful. Local offices who answer their phones, not an 800# or worse a long distance call make all the difference to those looking for immediate answers to their questions in order to make informed decisions.
Further, the local office provides local education for investors. Many of the courses that are taught provide Continuing Education credits for professionals who need to renew their licenses. What better way to learn how to control your financial future then learning from someone in your own backyard and being able to go back to that local office with questions and needs.
Many would think that all of this could be accomplished over the internet with ipod casts, or through webinars. Others think just call an 800 number. But as we all know, sometimes it is better to be able to visit with a local person who understands what you are trying to accomplish and is there for you. It is not always about the masses. Sometimes, we all need some individual attention from a knowledgeable person there for you.
The entire organization at Entrust is ready to respond. The biggest difference, understand at times people need to talk to people! Visit www.theentrustgroup.com and check out the local office in your area!
Lisa Moren Bromma has been a real estate investor since 1978, a note investor since 1998 and has worked with some of the top private mortgage institutional buyers. She is the author of Real Estate Investing for the Utterly Confused, and Wise Women Invest in Real Estate. Visit her web sites at
www.wisewomeninvestor.com or www.theentrustgroup.com.
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