Hear From Our Client, Susan, About How Our Program Worked For Her!

We wanted to share a letter of thanks from our client Susan and her husband, Steven, from when they purchased this Utah home with the help of our IRA Real Estate to Occupy Program in 2009.

"We wanted to write and let you know how impressed we have been with your company.  We first heard about you while reading an airline magazine while on vacation.  We were both nearing retirement so it was fortuitous that we happened upon your advertisement."

"Although it took a little convincing by my husband, we finally made that first phone call to inquire about your OUTSIDE Method of purchasing a home.  Alberto arranged a conference call with us and explained how the process worked.  He patiently answered all of our questions.  There was no pressure and no hype.  We took our time making the decision to participate in the SAFE HARBOR-Directed IRA.  After the process was in place, we located our dream home in Southern Utah.  With you help and guidance, the entire purchase process was flawless."

"Here we are one year later, sitting in our lovely home in Southern Utah.  It was a good year for the SAFE HARBOR-Directed IRA.  The value after one year is greater than the initial investment.  This is quite impressive as we have withdrawn a considerable amount to fund the payments of our new home."

"Thank you for all your help.  It has been a pleasure doing business with a group of people who are so highly specialized in this field."

Yours truly,

Susan and Steven
March 18, 2010


The interest rate is under 3% for a 30-year loan and if you have a good credit score.  That means that if you are still interested in buying real estate with your IRA that you can actually use and/or create income from- this is the right time! Also, keep in mind that our program can help you qualify for debt-to-income ratio if that is something that is holding you back from moving forward with this unique investing strategy.

Do not wait and miss the opportunity to create wealth, have flexibility and control of your investment, and protection of your retirement monies.  Schedule a free consultation today so we can help get you started on this valuable strategy and how it can benefit you and your family now and in the years to come.


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With the extreme volatility the market has been experiencing the last few months, not a single client of ours has incurred a loss of value to their SHIRA™.

In fact, according to a report from Zillow, real estate increased in value an average 5.46% in 2019 nationwide, along with the asset protection of their SHIRA™, possible rental income, tax benefits, and the intrinsic value of occupancy of the property, our clients enjoy confidence, peace of mind and growth with their SAFE HARBOR®-Directed IRA™ (SHIRA™) real estate investment and its bottom line.