Peak Self Directed IRA Resources

Peak Self Directed IRA Facilitator and Custodian Resources

At Peak, we will work closely with your retirement plan facilitator or custodian to ensure your investments transactions are handled smoothly and in a timely manner.  Here are just a few facilitators and custodians we have worked with in the past:

The Peak Difference:

• Humility.  The Principals at Peak started from scratch and have touched every rung of the ladder climbing to success.  That rings true for the other team members we’ve brought on board, too.  Collectively, we feel that our experience (and mistakes) should be to your benefit.  We are humble in our service, knowing that our role is to support your success.
• We think like investors, not banks. Our success is due to your success, and that means the world to us.
• We understand that the last thing you need is a lender who inexperienced with IRA loans for real estate or is difficult to work with. We’re nimble and efficient to ensure your success.

Sound like something you’d be interested in? Fill out the loan approval form to get started!”