Who else is sick and tired of being married to the IRS and wants a divorce?
If you choose to keep playing the tax-deferred retirement game you are guaranteed to be bleeding taxes the rest of your life.
Or you can choose to tell the IRS to get lost and take Congress up on their offer of growing a retirement plan that is TAX FREE FOREVER!
an experienced real estate investor.
Your Trust Is Important To Us
Freedom First 401k is a service division of our parent company Personal Success Planning, LLC that has earned the highest accredited rating from the Better Business Bureau, an A+ and we have never in our history had any complaints whatsoever. We appreciate that real estate is a time sensitive opportunity. We proudly maintain a 98% same business day response rate for all calls and emails from our clients.
We generally include both Husbands and Wives as co-trustees since you are both are allowed to rollover previous retirement plans PLUS make future contributions to the plan.
As Trustee(s) you are responsible for choosing the investments that appeal to you and performing your due-diligence prior to investing.
As Trustee(s) you have personal control of your 401(k) checking account. Our services also include assisting you with opening the 401k checking account with a major bank that we have a working relationship with.
Meet our “Power Team” of experts who are ready and willing to help you with the various challenges you will encounter as a real estate investor.
If you are excited to learn more about the amazing investing freedom our plan provides you – Click here for answers to the most often asked questions.
What type of person is the Ultimate “All-in-One” plan best suited for?
On the other hand, if you have experience in buying and selling some type of real estate or you are involved in some type of entrepreneurial activity then you will be delighted with the freedom of choice our plan provides you.
Our Freedom First All-in-One plan is ideally suited for you if you are:
- Sick and tired of being forced to take a ride on the roller coaster stock market and being limited to investment choices where your hard earned dollars are exposed to 100% risk.
- Frustrated by having to sit on the side lines because real estate is not an option for your retirement plan(s).
- No longer willing to gamble and let some so-called financial professional _ roll the dice and determine what type of a future you and you’re loved ones will have?
- Excited to explore the freedom of charting your own course and disciplined enough to follow the rules.
“Dave was referred to me by, a financial coaching instructor. I am somewhat of a novice when it comes to the real estate world, so his help was very grateful to me. I of yet have not made any transactions, but will hope to do so in the future. I do think that I have the tools to make things work, but if I get confused I’m sure I can ask Dave. >>Read more…“Federico W.
“Dave Cole, truly saved my life. I was in a real financial predicament and didn’t know where to turn. Dave showed me how to use money that I had amassed in my 401k for a very critical real estate transaction that has truly created a wonderful situation for me and my family. I just don’t know what I would have done if I hadn’t have met Dave. >>Read more…“Brooke Robins
“Dave helped me put my plan together about 3 years ago. I have primarily concentrated on residential rental property as a retirement vehicle. The thing I appreciate most about Dave is that he didn’t disappear on me. I’ve had numerous questions along the way and he’s been available with continued support and guidance. >>Read more…“Bill C.