IRA Services ::. 1st Link Financial Services

1st Link prides ourself on service, and looks forward with working with our clients day in and day out.

Call us today to learn more about self directed IRA's to invest in real estate

(949) 387-5690

IRA Services

Determined not to become “just another mortgage and real estate company,” 1st Link Financial Services has developed an innovative business model that enables us to ensure that “Revolutionizing Real Estate” is more than just a slogan. Combined with responsive in-house management and a personal service style that enables 1st Link agents to cater precisely to their clients’ needs, your real estate experience is sure to be efficient and enjoyable. Using state-of-the-art technology and a unique plan to bolster team spirit and agent commitment, 1st Link Financial Services agents consistently operate at the highest levels of professionalism in the industry.

Fill out the form below for more information on how we can help you use your IRA to invest in real estate today.

IRA Services

By providing the needed experience to switch to self-directed retirement plans, 1st Link Financial Services can help investors chart a new -- and potentially more profitable — course for their retirement years. 1st Link Financial Services finds sound investments for self-directed Individual Retirement Arrangements (IRAs), KEOGHs, and SEPs fund in...

real estate
trust deeds
notes
opportunities in limited partnerships

1st Link Financial Services is one of very few companies to offer expertise in investment real estate for self-directed retirement accounts.

1st Link Financial Services is on top of changes in the fields of IRAs and investing — the principals were among the first to tackle the Roth IRA and the effects it had and is having on IRA investing.

Finding Investments for You

1st Link Financial Services primary service is finding and analyzing real estate-related investments for purchase by our clients. We are investment real estate brokers and have been in business doing this since 2006. In 2006 we started working with IRA clients to assist them in finding appropriate investments in the real estate arena.

We find these assets by our network of investment real estate brokers throughout the U.S. (a network we've built over the past 10-plus years). We meet with these investment brokers at least monthly. These meetings, attended by 5 to 20 brokers, take place in most of the western states and last from one to three days. By our attendance at these conferences we can satisfy our clients' investment needs no matter how diverse.

Our clients give us direction on what it is they would like to purchase; when we find it we do a complete analysis of the investment and forward our due diligence to the respective clients. They can review the information, take it to any other advisors they have and make a decision. If they wish to purchase the product we go forward with the acquisition. If not, we find another for their review. On occasion our clients have requested that they pay our fee on real estate acquisitions and we then work as a buyer's broker.

As a free service to our IRA clients who use our investment services, we assist them in finding the correct custodian to service their account. As you will see by reviewing the guidelines for selecting a self-directed custodian , not all custodians are the same and it is vitally important to choose the right one the first time.

Learn how to choose a custodian