IRA Plus Southwest is uniquely qualified to assist you in all your retirement planning, whether you are an individual investing your IRA funds or a business owner with a sophisticated qualified plan.
"We make it our business to understand your business."
| Our expertise extends not only to Individual Retirement Accounts (IRAs), but to employer sponsored qualified plans such as 401(k), profit sharing and defined benefit plans. Self-directed retirement plans and non-traditional or alternative investments are not new to us. Our clients have been investing in alternative investments like real estate, oil and gas, private placements, limited partnerships and limited liability companies for over twenty years. | Our staff at IRA Plus Southwest is made up of qualified professionals who understand and are responsive to clients’ needs and concerns. Our principals have over twenty-five years experience designing, implementing and administering self directed retirement plans that hold alternative investments. Steve Pauley is an Enrolled Actuary and Glen Martin is a Licensed Attorney. |
"We make it our business to understand your business."