Wealth Preservation - Tax Strategies - Retirement Planning

Open your Solo 401(k) account today.

Build and retain wealth by entering the growing $15 trillion alternative investment market typically reserved for the wealthy. Pay yourself first and be your own bank.

The Service Financial Advantage:

  • Partnering with Purpose - Over 20 years of executing wealth strategies
  • Access to expertise and investor network
  • Self-directed account set up and planning
  • No Ongoing Broker Fees

Our Solo 401(k) comes with:

  • Your Solo 401(k) set up as an corporation and business bank account
  • Tax-deferred investment returns
  • Access to alternative investments
  • Fast set-up
  • No hidden charges - one flat rate fee

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