Application Portal

Self-directed retirement plan for the self-employed

Establish a Solo 401k plan with full checkbook control. Designed for self-employed business owners and their spouses.

Form your LLC with the right structure from day one

Complete LLC formation paired with retirement planning expertise. We file with the state, draft your operating agreement, and set up your registered agent.

Cafeteria Plan with HSA Module — pre-tax employee benefits

Establish a Section 125 Cafeteria Plan that includes the HSA Module so employees can pay premiums, FSAs, and HSA contributions on a pre-tax basis. PDF document package delivered within 1–2 business days.

Self-directed IRA with checkbook control via an IRA-owned LLC

Open a self-directed Roth or Traditional IRA paired with a single-member IRA LLC for full checkbook control over alternative investments like real estate and private lending.