Thursday, October 7, 2021

Financial Tactics Preview Show


 Kaaren Hall, CEO, uDirect IRA Services, LLC

 

At uDirect IRA Services, the investments in clients retirement accounts can be self-directed by the client directly. With a self-directed IRA from “uDirect”, you make the investment choices. The types of investments are almost limitless. With the self- directed IRA account, “uDirect” acts simply as an independent administrator handling the investment transactions which you dictate.  

 

 

Matt MacFarland and Amanda Han, Managing Directors Keystone CPA

 

Keystone is a professional client services firm dedicated to providing comprehensive financial, tax, and accounting solutions to business owners and real estate investors. Their team of Certified Public Accountants deliver high-quality financial solutions through a High-Touch / High-Services approach to ensure that their clients maximize the profitability of their businesses and investments. Keystone’s financial and tax strategies result in increased profitability and wealth accumulation for all of their clients.


The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


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