ReSure Investor Accounts: Integrating Expertise & Implementation

QRP, Solo 401(k), SDIRA & HSA

RIA Prime

Unlimited Expert Guidance

Get unlimited discussion time, along with the most comprehensive plan options & implementation services.  

ReSure CPA Advisory

Don't get sold on QRP & SDIRA

Self-Directed SDIRA & QRP outcomes can be improved & optimized with unbiased, expert insight. 

Guided control of your money to invest on your terms, based on your tax & investor profile • Don’t be sold a set of documents, accompanied by incomplete compliance & strategy info

ReSure LLC Review J Rosell

“ReSure’s integrity and expertise is superb! There is no other company like them… ReSure is the only firm that gives you a totally customized SDIRA or QRP account set-up, along with detailed guidance for every step of the process… As a ReSure client, I attest that they know more about taxes, LLCs, and self-directed investing than any CPA or attorney that I’ve spoken too.”

J Rosell

ReSure LLC Review Becky C: QRP & 401k

“ReSure LLC helped me rollover my 401K to a Solo 401K. It was a fast and easy process and when I needed help they were always just a phone call or email away with the answers. I would highly recommend ReSure LLC to anyone. Thank you Bernard for the personal help!”

Becky C.

ReSure LLC Review Bianca Perez

“Getting setup with a Self Directed 401k with ReSure and Bernard was simple and clear. ReSure was great at answering all my questions. A Self Directed 401k isn’t for everyone, but for those of you who are ready to take responsibility for your own growth and future, get setup with ReSure and you will not have any regrets.”

Bianca Perez

ReSure LLC Review Biana L

“ReSure helped me set up a Solo 401k account. The process was seamless and professional from start to finish. They were easy to contact and responded quickly via email and scheduled phone calls. They helped educate me on the process by answering all my questions. I am glad I chose ReSure and would recommend them without reservations.”

Biana L.

ReSure LLC Review Tosh H

“ReSure has been prompt with every questions I had before and after setting up my Checkbook IRA. Thank you for your amazing customer service!”

Tosh H.

ReSure LLC Reviews Dewayne C

“ReSure has really been patient with me as I have contacted them several times to get me started. Very appreciative to them for holding my hand and getting me through this.”

Dewayne C.

ReSure LLC Review Adam S

“ReSure was very informative and helpful in what I needed done. I highly recommend them. They are experts in what they do. ReSure communicates quickly and does a thorough job. They also charge less than others that I compared but do a better and more trustworthy job.”

Adam S.


“I have nothing but good thing to say about ReSure and their knowledge of setting up my Checkbook IRA. They walked me thru everything to expect and the dos-and-don’ts of having a Checkbook IRA and investing thru a Checkbook IRA. Compared to others, their price is very reasonable. Thanks ReSure.”

Fredrick J.

ReSure LLC Review Scott C S

“Thank you, ReSure, for all of your assistance and patience while setting up my Checkbook 401k plan and LLC. ReSure’s fees for this service were extremely reasonable, especially given the amount of extra time spent explaining specifics to me that before now I was not familiar with. Highly Recommended!!”

Scott S.

Create wealth through real estate, crypto, hard money loans, tax liens, merchant cash advance, private companies, precious metals, syndications, litigation finance, pre-settlement funding, structured settlements, life settlements and so much more

Do you want an account customized to your investor profile?

Your tax profile & investment goals are unique to you!

Get a solution that's customized for your investment strategy & financial goals, not for financial salespeople pushing products.  

Learn to successfully self-direct & take control, while avoiding common pitfalls that can get you on the wrong side of the IRS.

Leverage the knowledge & strategy that can be provided only by a CPA-led firm.

ReSure helps motivated investors cut through the noise and misinformation about self-directed retirement accounts by providing holistic services to empower you to pursue financial opportunity and wealth creation, on your terms.

What's unique about you?

You have a unique tax & investor profile based on:

  • What are your financial goals & opportunities?
  • What are your sources of income?
  • What is your state of residence?
  • What are your investment opportunities?
  • What is your age?
  • What your preferences regarding: asset protection, tax planning, privacy & anonymity?
  • Are you or any of your family members a business owner?
  • Do you have employees? (Yes, ReSure can assist you with Self-Directed ERISA QRP & 401k set-up even if you have full-time employees!)
  • And many additional factors.

What's unique about ReSure?

Our commitment to empower you, based on our shared experiences. We, too, have experienced the conflicts-of-interest of financial service providers that block routes to financial opportunity & success.

Getting control of your retirement account for “off-Wall Street” investments is exciting & rewarding, but you need an honest & transparent service provider for you to successfully achieve financial empowerment.

What's ReSure's unique offer to you?

You need 4 things to achieve massive success with total control retirement accounts:

  1. Get your account structure optimally designed & implemented
  2. Get true expert guidance to invest without breaking IRS rules
  3. Advanced strategy to maximize your ROI based on your unique financial profile and investment strategy, and
  4. Integration with your overall tax profile.

ReSure is the only firm that has the depth of experience & expertise to deliver all 4.

What ReSure won't offer you?

We don’t offer one-size-fits-all set-up and boiler-plate documents – because that does not fit you.

What's the Customized Control process?

  1. Complete the easy & simple online application to Get Customized Control
  2. Schedule your strategy session with our in-house CPA & lead strategist
  3. Design your plan structure based on your strategy session
  4. ReSure implements your plan design for you and with you
  5. Invest on your terms & grow your wealth with real estate, hard money lending, crypto, tax liens & more!
  • You'll get expert insight to determine whether to use a ReSure IRA, QRP, or 401k based on your tax profile
  • Get help to determine whether you should create additional entities owned by the IRA, QRP, or 401k - such as an LLC, trust or C-corporation
  • Get help to determine in which of the 51 LLC domiciles to establish an LLC to be owned by your retirement account - based on  your investment strategy. We'll also consider asset-protection, anonymity, state fees and annual compliance requirements
  • We'll execute and implement the structure that you select, including QRPs and LLCs
  • You'll get expert education about the IRS rules that apply to these accounts - to keep your profits safe from the IRS
  • We'll help you optimize & integrate your account with your overall financial strategy so that you get the highest tax deductions and ROI