Sense Financial Services LLC is a boutique financial firm specializing in self-directed retirement accounts with checkbook control. The Solo 401k and Checkbook IRA are viable solutions that allow investment into virtually any asset, providing âcheckbook controlâ over a clientâs retirement account and minimize or eliminate custodian fees.
Our Core Values
1. Integrity - Doing the right thing isnât optional for us. We are not interested in cutting corners or bending the rules. We believe that integrity is always in the best interest of our clients.
2. Individualized service - We are committed to acting in our clientsâ best interest. This begins with understanding each clientâs background, situation, questions, and goals. Our clients are important to us, and we understand that each clientâs situation is different.
3. Intelligent Processes - We are committed to working efficiently and effectively. We are continuously improving our processes, and client feedback is welcome and valued.