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.
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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.