Founder And Principal
CurrentMission“Serve As National Advisors for Self Directed IRA Wealth Building”Company OverviewAsset Exchange Strategies, located near Austin Texas is a consortium of financial professionals who educate individuals about the benefits of self directed IRAs available to them in the tax code, and how to utilize retirement plans to employ non-traditional assets such as real estate.AES specific area of expertise is in the alternative investment options for retirement plans such as Self Directed IRA, SEPs, Simple IRAs and 401(k) plans. These plans provide tax-deferred growth, and allow the individual(s) to gain checkbook control over assets and monies. Similar to a traditional financial advisor, AES works with investors to assess their unique objectives, risk tolerance and other factors, educate them on options, and institute a program that allows them to select from a much greater breadth of investment choices. By using their knowledge of industry regulations AES is able to provide lower fees and greatly expanded investment options.AES provides complete support, advice and reporting for non-traditional investments. They have the benefit of the expertise of tax attorneys, CPA’s, real estate agents, and other financial experts to identify the appropriate expertise, methodology and tools to enable investors to have greater control over self directed IRA investment transactions and reduce risks and liability through the protection of a Self Directed IRA LLC and Self Directed 401k. This use of tax dollars creates wealth for their clients, client’s family, and generations to come if desired.AES Education Division provides pertinent products that educate and guide individuals, real estate professionals, franchise investors, CPA's and other advisers and financial experts who wish to understand the benefits of, and learn how to implement self directed IRA retirement investing. Over thirty five education products on self directed IRA investing at available at IRATraining.com .
