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Take control of your retirement savings with a self-directed IRA or 401(k) plan. Our specialized plans are designed to allow you to diversify your tax-sheltered investment portfolio beyond traditional financial products and into an array of asset classes.

HistoryFundamental Finance Academy began in 2006 teaching young adults financial literacy and has since expanded to include all ages. The founder of the company is a certified Financial Health Counselor, recognized by the National Association of Certified Credit Counselors, Institute for Financial Counseling, and the Center for Financial Literacy. Fundamental Finance Academy provides its speaking, workshops, and private counseling services to housing programs, faith based programs, mental health counseling, mortgage and small business lending, accounting, various non-profit organizations providing assistance to under-served markets, community development programs, employee assistance programs, credit unions, and university counseling centers-student loan prevention.SpecialtiesHolly Novak of Fundamental Finance Academy in Boulder, CO, offers individual and corporate training on personal finance and overall financial literacy. Through financial workshops for all ages, she speaks on how to save money, how to get out of debt, how to make a budget, and much more.

Waterstone Mortgage Corporation is a premier residential mortgage lender helping families and individuals realize their own American Dreams of homeownership. We distinguish ourselves from our competitors through honesty, integrity and the willingness to assure the complete satisfaction of every i...