CREIANC Vendor Listings

Advanta IRA

Retirement Accounts

Corey Daharsh -- Asheville and Western North Carolina representative for AdvantaIRA
727.581.9853 X
2146
CDaharsh@AdvantaIRA.com

WHY ADVANTA IRA?

SELF-DIRECTED IRA SERVICES

Advanta IRA values our clients and strives to provide unsurpassed personal and professional service in all that we do. With almost 20 years in the industry, we provide exceptional administrative services and ensure the elements of your self-directed investment accounts comply with all IRS rules and regulations. Although we offer no specific investment advice or opinions, we do offer our clients the freedom to choose their own investments to earn retirement income.

THE ADVANTA IRA ADVANTAGE

Advanta IRA is a leader in self-directed account administration with over $1.5 billion in client assets and nearly twenty years of experience. The Advanta IRA Advantage is a level of service that is unmatched in our industry. Every client has a dedicated account manager who is familiar with all aspects of their account and helps them through the investing process while maintaining their self-directed IRA account details throughout the entire investing process. We handle the account details, so our clients can focus on finding their investments.


Vendor Address:

Advanta IRA
13191 Starkey Rd, Suite 2
Largo, FL 33773

Vendor Business Contact:

Corey Daharsh, CISP

Contact Info:



AmericanIRA

Retirement Accounts

Kyle Moody -- your Asheville and Western North Carolina representative for AmericanIRA
Toll Free: 1-866-7500-IRA(472)
kyle@americanira.com

WE ARE THE LEADERS IN SELF-DIRECTED IRA/401(K) EDUCATION. TO LEARN MORE, CHECKOUT OUR ONLINE EVENTS!

SELF-DIRECTED IRAS
“YOUR KEY TO FINANCIAL FREEDOM”

Discover the power of Self-Directed IRAs with alternative assets, not just stocks and bonds. Invest in alternative assets like real estate, private placements, private lending, tax liens, precious metals, single-member LLCs, and private stock. Your Profits grow Tax-Free!

Self-Directed IRA Resources:

 


Vendor Address:

AmericanIRA
135 Broad Street
Asheville, NC 28801

Vendor Business Contact:

Kyle Moody

Contact Info:



Innovative Financial Planning, LLC

Real Estate Services   Retirement Accounts

Scott McDonald -- your advocate for Wealth and Insurance Planning
(828) 713-6257
scottmcdonald@financialguide.com

Offering Strategic Wealth Management and Insurance Planning to Businesses and Individuals

Innovative Financial Planning, LLC is a comprehensive financial planning and wealth management firm.

Our philosophy is to provide our clients with the utmost in both personal and professional service. We have entered cooperative relationships with MML Investors Services, LLC, Associates to offer Investment Advisory Services and employee benefit plans, and Massachusetts Mutual Life Insurance Company (MassMutual) to offer Comprehensive Insurance Services, including Premium Financed Insurance Products.

Our mission is to create and maintain wealth for our clients through long term effective asset management and insurance strategies to maximize safety, growth,  and utilization of the living benefits of participating whole life insurance.  Please note: "Loans and withdrawals will reduce death benefits and may impact the amount and frequency of future premium payments. If you take a policy loan or withdrawal, you may incur a significant income tax liability if the policy terminates before the death of the insured. When taking loans or withdrawals, your policy should be carefully monitored annually with your agent or other financial professionals. "

We build client relationships based on trust, competent professional advice, continual communication and prompt personal service. Our success is based on our avid commitment to researching all the best strategies, products and companies in the market and making personalized recommendations based on our client's wants and needs.

 

 


Vendor Address:

Innovative Financial Planning, LLC
50 High Bluff Dr.
Weaverville, NC 28787

Vendor Business Contact:

Scott McDonald




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www.CREIANC.org  (Carolinas Real Estate Investors Association) does not give legal, tax, economic, or investment advice. CREIANC disclaims all liability for the action or inaction taken or not taken as a result of communications from or to its members, officers, directors, employees and contractors. Each person should consult their own counsel, accountant and other advisors as to legal, tax, economic, investment, and related matters concerning Real Estate and other investments.   

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Contact Us:

Carolinas Real Estate Investors Association

P.O. Box 615
Asheville, NC 28802
(828) 246-2423

Proud Affiliate Member of Think Realty

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