Specialized IRA Services is company built for you, our client. From our “pick your own fee approach”, to our custom designed systems to our highly skilled professionals, SIS is a different type of company in just about every way. We invite you to experience for yourself the Specialized Difference, but if you would like to know more about Specialized IRA, we’ve compiled a list of 10 reasons why you should choose us for your IRA needs.
Ultimately you are choosing to self-direct your account for one reason, you want to achieve results. We recognize the importance a responsive, nimble self-directed IRA company can have in your success. We employ accomplish your goals and generate results.
Our staff consists of the most respected, knowledgeable and experienced professionals in the self-directed retirement account industry. We arm them with the best systems to work efficiently and then deliver ongoing training to continually enhance their productivity. But that’s not all, friendliness, a desire to serve you and a true passion for self-directing is ingrained in every member of your team.
Our goal is to have you as a client for life. We have a 30 year mindset; meaning our goal is to have you as a client for life. I fully expect to hold accounts for you, your kids, your friends and neighbors. For that to be true we can’t afford to make decisions that are based in the next 30 days, instead we employ the 30 year rule. When making decisions we ask, “will this help or hurt our relationship with our clients for the next 30 years.” it drives everything we do. Say goodbye to the 30-day mindset, it’s now in your past. Come feel what a 30 year mindset experience is like.
The problem with so many of the fee schedules out there is that they are a one size fits all. That simply doesn’t work for most people. So we opted for a more customized approach by allowing you to pick your fees based on how you plan to use your account. You can elect our premium service or upgrade to Specialized Black.
You don’t have to worry about opening your account the wrong month, because at Specialized IRA Services, it’s always the right month to open your account. Unlike other custodians where they bill this coming January, even if you just paid a full years fee in say August; with anniversary date billing, you receive a full year of service for the fee you pay today, even if today happens to be in August.
We offer extensive education, in a variety of formats, taught by in house, as well as outside experts. Best of all, most of our training is free to clients!
We invested heavily in state of the art systems that are on the cutting edge of our industry. Where systems don’t exist, we design and innovate custom systems to enhance efficiency and increase security so that your experience with SIS is second to none.
At SIS, self-directing does not mean going it alone. We support you in a variety of ways to customize your experience and help you achieve results. The Specialized Wealth Blue Print, Specialized Black, Specialized Consulting, The Specialized Referral Network, and Specialized Education. Learn more about how we can help you achieve unparalleled results with our Specialized Support.
Self-directing at SIS is one of the most effective ways to protect your hard-earned money. All cash held in your account is FDIC insured up to $250,000. In addition, Specialized IRA Services is bonded and insured to protect your retirement and other tax advantaged accounts beyond the $250,000 FDIC protection. We go through annual audits and surprise inspections to ensure proper compliance and best practices. Perhaps the best protection is by investing in alternative assets that you know and understand.
Specialized IRA Services is a proud supporter of The Retirement Industry Trust Association (RITA). By working closely with RITA we go beyond the basics to follow the highest standards in our industry. The “Check Before You Invest” Investor Awareness program is sponsored by RITA and is designed Check before you invest initiative. Although it’s not common, investment fraud is a serious issue. Specialized IRA Services is committed to helping root out fraud by working with government agencies through our trade association.
Ready to Join the SIS Team?
Sign up for an account with Specialized IRA Services today!