Raising Money? Advising Investors? CamaPlan takes the guesswork and homework out of the self-directed retirement investing funding option.
We make self-directed investing easy for you and your clients. Let CamaPlan help you.
We help you explain self-directed investing and investment options with
Educate your clients on the self-directed option with
Your clients can directly open accounts in minutes from your website and your emails with a direct link to our enrollment process
From enrollment, to funding, asset purchase and management, tax reporting and more, CamaPlan professionals are there for you and your clients.
CamaPlan generates and files key IRS forms and maintains records of all account and asset transactions.
Whether you cover fees on behalf of your clients, or your clients pay their own fees, we offer competitive, easy-to-understand statements and invoices for all administrative and transaction services.