I’ve had my retirement plan for a number of years now, but still run into a few things here and there, such as filling out forms correctly, understanding how my plan works.. etc… The client portal is a great help, whatever you need to know is on the portal. Whenever I need additional help there’s a team of people to help you out. The Customer Service is top notch. Sense Financial is a great company
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Sense Financial Services LLC is a boutique financial firm specializing in self-directed retirement accounts with checkbook control. The Solo 401k and Checkbook IRA are viable solutions that allow investment in virtually any asset, including real estate, provide “checkbook control” over a client’s retirement account, and minimize or eliminate custodian fees.