The self-directed IRA resources available on this site were created to help you self-direct your retirement. However, during your research, you may find that you need additional assistance. We are here to help.
Innovative Advisory Group is a wealth management firm that provides unbiased fee-only financial advice. Kirk Chisholm, a principal at Innovative Advisory Group, provides traditional wealth management services such as financial planning, portfolio management, risk management, retirement and education planning. He also provides specialized advisory and portfolio management services that focus on investors who are looking for alternative investments in their self-directed IRA or 401k account.
Kirk can assist you with your self directed IRA in the following areas:
- Setting up and funding your self directed IRA
- finalizing your investment strategy
- Investment due diligence
- Advice on investment strategy and structure
- Risk management
- Investment implementation
- Investment monitoring
- Annual requirements for self directed IRA accounts
Whether you feel you need a little or a lot of help with your self-directed IRA, Kirk can help you Self Direct Your Retirement.
Click the button below to schedule time to speak with Kirk or one of the wealth managers at Innovative Advisory Group.