Simplified self-directed retirement funding and investing
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.
See What Others Are Saying
Read testimonials from our clients and investment providers
Here’s how it works
Live and online events:
We help you explain self-directed investing and investment options with
- Presentations at your office or events
- Online webinars – live and recorded
- Live events at the Cama Academy classroom or elsewhere
Digital and print collateral materials:
Educate your clients on the self-directed option with
- Brochures and special reports
- Presentation deck slides
- CamaPlan website educational materials
Enroll clients from your website or emails:
Your clients can directly open accounts in minutes from your website and your emails with a direct link to our enrollment process
Exceptional customer care:
From enrollment, to funding, asset purchase and management, tax reporting and more, CamaPlan professionals are there for you and your clients.
- Expert staff on all asset categories
- Assistance with enrollment, funding and asset purchases
- Answers to questions about self-directed IRAs/401Ks
Comprehensive tax reporting, compliance and recordkeeping:
CamaPlan generates and files key IRS forms and maintains records of all account and asset transactions.
Simple, transparent fees:
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.
