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Privacy Information Disclosure We do not sell or disclose any non-public information about you to anyone, except as permitted by law or as specifically authorized by you. We do not share non-public personal information with our affiliates or other providers without prior approval by you. Federal law allows us to share information with providers that process and service your accounts. All providers of services in connection with the custodian and…

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CamaPlan: A faster, safer way to financial freedom A CamaPlan account provides investors with maximum control, utilizing your personal experience and knowledge to provide you with true financial freedom. It leverages one’s level of alternative investment education and expertise to alleviate risk while maximizing returns and profits. A CamaPlan gives you access to a multitude of investments that have historically only been available to the very we…

How It Works Investing in a CamaPlan self-directed IRA is easier than you might think. Depending on your current investment portfolio and the asset classes that you’re interested in, you may enter the process at various stages outlined below. If you’re not sure where to begin, please contact us today! 1 Open a CamaPlan Self-Directed IRA Select the account that’s right for you – Inherited IRA, Traditional, Roth, SEP, SIMPLE, Individual(K), HSA or …

Would You Like More Investment Choices for Your Retirement Funds? It’s a common misconception among Americans that the only investments allowed in a retirement account are stocks, CDs, and mutual funds. The truth is that broader investment options have been available to the public since 1975, the year contributions could first be made to IRAs. Why the confusion? Because the retirement industry has been dominated by large transaction-driven custod…

Lend Directly to Businesses and Individuals Invest In Notes Open An Account Finance companies make an excellent return on their investments, and your CamaPlan account can too – by lending money to or buying the existing debt of a person or business. With a CamaPlan account, you choose and qualify the borrower, decide on a loan/note amount and collateral requirements, assess the value of an existing note, and negotiate the best interest rate and p…

Get In on the Ground Floor with Private Placements Invest in a Private Placement Invest in a Structured Settlement Open An Account Entrepreneurs are the foundation of The American Dream. Great ideas and hard work created this country. Yet, even the best and brightest entrepreneurs need working capital to get their start. Provide that capital with a private placement from your CamaPlan and you could get in on the ground floor of a great opportunit…

Real Estate is a Popular Investment Choice Invest In Real Estate Open An Account Many investors feel comfortable investing retirement funds in real estate. Real Estate Opportunities gives every investor a chance to go beyond their ordinary income. In fact, Real Estate income has long been regarded as a source for a reliable passive income. Many investors have already experienced owning a piece of land or a home and are familiar with details of th…