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.

Icon of two gears overlapping

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.

What Resources Can We Provide?

Available Resources