Empower High Net Worth Clients with True Portfolio Diversification
Unlock unparalleled opportunities for your high net worth clients with the Guardian Solo 401(k) platform. Offer a cutting-edge solution that allows for true portfolio diversification and positions you as a leader in comprehensive wealth management for solo entrepreneurs and discerning investors.
Real estate investments
Private equity
Secured and unsecured loans
Cryptocurrency
Precious metals
And more, all allowed by IRS regulations
Maximize retirement savings with higher Solo 401(k) contribution limits
Enable self-directed investment options within the retirement plan
Provide tax-advantaged strategies unique to Solo 401(k) plans
Offer flexible account management options
Align alternative investments with overall financial goals
Incorporate tax planning strategies specific to Solo
401(k) plans
Enhance estate planning options with self-directed retirement accounts
Conduct regular portfolio reviews and adjustments
Offer unique, comprehensive retirement solutions
Provide clients with greater control over their investments
Deliver regular, detailed reporting on alternative assets
Demonstrate your commitment to innovative wealth management strategies
Fee-based advisory services for ongoing management
Commission-based options for specific transactions
Hybrid models to suit diverse client needs
Comprehensive audit trails for all transactions
Detailed reporting for client reviews and regulators
Automatic updates reflecting changing IRS regulations
Simplified generation of essential forms (1099-R and 5500-EZ)
In-depth training on Solo 401(k) plans and IRS regulations
Ongoing technical support for the platform
Option for CE credits to maintain your professional certifications
Attract high-net-worth clients seeking alternative investment options
Retain existing clients by offering unique retirement solutions
Differentiate your practice in a competitive market
Enhance client "stickiness" with comprehensive wealth management tools
Compatible with various financial planning software
Streamlined data sharing for comprehensive client management
Simplified reporting that incorporates alternative assets into overall portfolios
The Clear Advantage for Forward-Thinking TPAs
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