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
Hedge funds
Commodities
And more, all allowed by IRS regulations
Maximize retirement savings with higher contribution limits
Utilize self-directed investment options within the
Solo 401(k)
Seamless alternative asset investing
IRS-compliant fund source tracking
Flexible account management options
Flexible data sharing capabilities
Customized integration based on your specific needs
Compatibility with various investment accounting software
Simplified management of self-directed assets alongside traditional investments
Offer truly personalized investment strategies
Provide transparent reporting on all investments, including alternatives
Regular portfolio reviews and adjustments
Ensure all investments align with clients' best interests
Comprehensive audit trails
Detailed reporting for regulators and auditors
Automatic updates reflecting changing regulations
Simplified IRS form generation (1099-R and 5500-EZ)
IRS-focused training on Solo 401(k) plans
Ongoing technical support for the platform
Expert assistance with IRS rules and regulations
Option for CE credits to maintain your professional certifications
Offer unique, comprehensive retirement solutions
Provide clients with greater control over their investments
Regular communication and reporting on alternative assets
Demonstrate your commitment to innovative wealth management strategies
Attract new high net worth clients seeking alternative investment options
Increase AUM by capturing a larger share of client assets
Enhance client "stickiness" with unique, comprehensive retirement solutions
Differentiate your practice in a competitive market
Integrated performance tracking for diverse asset types
Seamless incorporation of alternative assets into overall portfolio reports
Automated generation of tax-related forms (1099-R and 5500-EZ)
Clear, comprehensive reporting for client reviews and strategic planning
The Clear Advantage for
Forward-Thinking CPAs
Discover how Guardian Solo 401(k) can elevate your service offerings, increase your AUM, and position you as a leader in comprehensive wealth management for high net worth clients and solo entrepreneurs.