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Directed IRA is a trusted and reliable directed custodian based in Phoenix, AZ, offering a wide range of account types including Roth IRA, Traditional IRA, Inherited IRA, SEP IRA, HSA, Coverdell, Checkbook IRA LLC, Solo 401k, and Backdoor Roth IRA. With a team of dedicated account specialists, they provide exceptional client support and assistance in opening new accounts, managing investments, and handling business matters. Directed IRA is committed to providing valuable resources and educational materials through their podcasts, workshops, articles, videos, and webinars, making it a go-to destination for individuals looking to learn about investment types and strategies. As a subsidiary of Directed Trust Company, Directed IRA operates with utmost professionalism and transparency, ensuring the security and privacy of their clients' accounts. They do not sell investments or provide investment advice, but rather focus on performing the duties of a directed custodian, offering a seamless experience for individuals seeking to diversify their investment portfolios. With their strategic relationships and industry-leading expertise, Directed IRA is a reliable partner for individuals looking to navigate the complexities of self-directed IRAs and achieve their financial goals.Generated from the website

CC Asset Management is a financial planning firm that helps individuals and businesses in the Phoenix area achieve their financial goals. The firm offers a wide range of services, including portfolio management, retirement strategies, social security strategies, estate strategies, life insurance, and charitable giving/legacy planning. CC Asset Management is committed to providing its clients with the highest level of service. The firm has a long history of success and a team of experienced professionals who are dedicated to helping their clients achieve their financial goals. If you are looking for a financial planner in the Phoenix area, CC Asset Management is the perfect choice.