A Personal 1-on-1 SDIRA Clarity Consultation with Roberta Hudy Valentine
Independent Self-Directed IRA Expert | 10+ Years Experience | 1,000+ Investors Guided
Right now, while you're reading this, other investors with clarity are closing real estate deals, funding private loans, and building wealth with their retirement accounts. Meanwhile, you're still trying to figure out the basics.
Here's what I've learned after helping over 1,000 investors: Most people are told they can control their retirement investments with a self-directed IRA... and then they immediately hit a wall of confusion, conflicting advice, and custodians who can't actually help them succeed.
Every day you spend confused is costing you money. You've been researching self-directed IRAs for weeks or maybe months. You call different custodians only to get completely different answers to the same questions. You read articles online that contradict each other, leaving you more confused than when you started.
Picture this scenario: You call Custodian A, and they tell you your investment idea won't work. You call Custodian B, and they say it's perfect for a self-directed IRA. You call Custodian C and get yet another story. Meanwhile, your money sits in traditional investments while you try to decode an industry that seems designed to confuse you.
What if I told you that the reason you're so confused isn't because self-directed IRAs are complicated – it's because the industry profits from getting you to open an account rather than ensuring that you are truly educated so that you can make a successful investment.
Here's the frustrating reality most investors face:
While you research, others invest: Opportunities don't wait for you to figure out the system.
You spend hours researching online only to find contradictory information.
You call custodians and get different answers to the same questions from different representatives.
You attend "educational" webinars that are really just sales pitches in disguise • You get passed around to different people who give you different stories.
Your money sits idle earning minimal returns while you try to decode the system.
The hidden truth: Most custodians are administrators, not advisors. They can't tell you what's best for your situation. They can only process paperwork and give you the most conservative, liability-protecting answers possible.
The real cost of confusion: If a good investment opportunity generates 12% annually and you delay six months due to confusion, you've lost 6% of potential returns.
On a $100,000 investment, that's $6,000 in lost wealth – 24 times the cost of getting clarity now.
Click the button below to schedule your Clarity Session
You'll immediately receive:
Link to schedule your session time
Pre-session questionnaire to maximize our time
Zoom link and all session details
My direct contact information
Sessions are available Monday-Friday between 9 AM and 5 PM Eastern
Imagine waking up tomorrow morning with complete clarity about whether a self-directed IRA is right for your situation. You know exactly which type of custodian you need. You understand the pitfalls to avoid. Most importantly, you have a clear action plan for your next steps.
Picture yourself feeling confident that you're making the right choice for your financial future, not second-guessing every decision because you've gotten straight answers from someone with no agenda except your success.
What if you could compress months of confusing research into one focused hour with someone who's helped over 1,000 investors navigate this exact process?
Here's what becomes possible:
You'll never again waste time calling custodians who can't give you real guidance .
You'll stop second-guessing yourself about whether you're making the right choice.
You'll have the confidence to move forward when the right investment opportunity appears.
You'll avoid the expensive mistakes that cost other investors thousands of dollars.
• You'll have someone in your corner who's actually on your side
What you need isn't more generic information – you need personalized guidance from someone who understands the system inside and out, has no financial incentive to mislead you, and can give you the straight answers you've been searching for.
That's exactly what my Clarity & Qualification Session delivers.
In just 60 minutes, you'll experience the transformation from confusion to clarity as you discover:
Whether a self-directed IRA actually makes sense for your specific situation (and I'll tell you if it doesn't)
Which type of custodian you need is based on your investment strategy, not their sales pitch
If your current investment ideas are eligible for self-directed IRA treatment
The 3 ways to fund a self-directed IRA and which approach fits your circumstances
How to avoid the prohibited transaction traps that can cost you thousands in penalties
The industry terminology that's been confusing you, explained in plain English
Your exact next steps so you can move forward with confidence
This isn't a sales call. This isn't generic education. This is a personalized consultation designed specifically for your situation, your goals, and your timeline.
Step 1: The Personal Assessment
Before we even talk about self-directed IRAs, I need to understand you. Through my pre-session questionnaire and our conversation, I'll learn about:
Your investment experience and goals • Your current retirement account situation
Any pending investment opportunities you're considering • Your timeline and urgency level
This ensures every minute of our time together is focused on your specific needs.
Step 2: The Education & Strategy Review
Once I understand your situation, you'll experience:
A clear, jargon-free explanation of what self-directed IRAs actually are
An honest assessment of whether this strategy fits your goals
A review of any investments you're considering for IRA eligibility
Education on the 3 funding methods and which one makes sense for you
Discussion of specialized accounts (Solo 401k, SEP-IRA) if relevant
No generic presentations – everything is tailored to your situation.
Step 3: Your Personalized Action Plan
You'll leave our session with:
A written summary of our discussion
our personalized next steps
Specific recommendations for your situation
Guidance on avoiding common pitfalls
The confidence to move forward
No more confusion, no more spinning your wheels – just clarity and confidence.
Click the button below to schedule your Clarity Session
You'll immediately receive:
Link to schedule your session time
Pre-session questionnaire to maximize our time
Zoom link and all session details
My direct contact information
Sessions are available Monday-Friday between 9 AM and 5 PM Eastern
Unlike custodian sales calls, I'm not trying to get you to open an account with any specific company. I'm completely independent.
Unlike generic webinars, this is completely personalized to your unique situation and goals.
Unlike endless online research, you'll get definitive answers from someone with 10+ years of experience.
Unlike traditional financial advisors, I can actually discuss alternative investments and self-directed strategies.
Here's why my approach works:
Complete Independence: I don't work for any custodian, so I can tell you which ones are good for which investments
Real Experience: I've helped over 1,000 investors navigate this process successfully
No Hidden Agenda: My only incentive is your success – I'm not trying to sell you products or services
Practical Focus: You'll get actionable guidance, not theory or sales pitches
Personal Attention: This is one-on-one time focused entirely on your situation
"The difference is finally having someone in your corner who's actually on your side."
Roberta saved me weeks of stress and I finally took action after spinning my wheels for months.
Her guidance was exactly what I needed to move forward with confidence.
Nicole S., Real Estate Investor
She helped me avoid a $2,000 mistake that my custodian never warned me about. I wish
I'd found her years ago instead of trying to figure this out on my own.
Jill M., Business Owner
Someone who explains this stuff in plain English without trying to sell me something.
Best money I've spent on my retirement planning.
David K., High-Income Professional
Here's everything included in your Clarity & Qualification Session:
Expert Consultation with 10+ Years of Experience (Value: $500)
60-minute personalized session with someone who's guided 1,000+ investors • Pre-session questionnaire that maximizes every minute together
Real-time analysis of your specific investment opportunities
Customized guidance that would take you months to piece together yourself
Your Personal Action Plan (Value: $300)
Detailed written summary of our discussion
Step-by-step roadmap with your exact next steps
Specific recommendations tailored to your situation
Pitfalls to avoid based on your investment strategy
This would take you 20+ hours to research and create on your own
Ongoing Expert Support (Value: $150)
Email follow-up to answer questions that arise after our session
Clear direction on exactly what to do next
Peace of mind knowing you're making informed decisions
Direct access to someone who's seen every mistake and knows how to avoid them
Opportunity Cost Savings (Priceless)
Avoid the $2,000-$10,000+ mistakes that uninformed investors make
Stop losing potential returns while your money sits in underperforming accounts
Get moving on opportunities instead of spending months in research paralysis
Total Value: $950+
Your Investment Today: Just $250
That's less than what most people lose on a single uninformed investment decision.
You're serious about taking control of your retirement investments
You're tired of being limited to stocks, bonds, and mutual funds
You value expert guidance over DIY confusion
You understand that your time is worth more than trying to figure this out alone
You're ready to make informed decisions
You want clear answers so you can move forward with confidence
You're a busy professional or business owner
You need efficient, personalized guidance that fits your schedule
This session is NOT for you if:
Click the button below to schedule your Clarity Session
You'll immediately receive:
Link to schedule your session time
Pre-session questionnaire to maximize our time
Zoom link and all session details
My direct contact information
Sessions are available Monday-Friday between 9 AM and 5 PM Eastern
Frequently Asked Questions
Q: Why should I pay for information I can get free online or from custodians?
A: You've already tried the "free" route – how's that working for you? Free information online is contradictory and generic.
Custodian reps give you sales-motivated answers designed to open accounts, not help you make smart decisions. You're not paying for information – you're paying for clarity, personalized guidance, and someone with no agenda except your success. The cost of this session is less than what most people lose in a single bad investment decision.
Q: How do I know you're not biased toward expensive solutions?
A: Great question. I make the same fee whether you decide a self-directed IRA is right for you or not.
In fact, I've told many people in these sessions that a self-directed IRA wasn't the right fit for their situation – and they thanked me for saving them from making an expensive mistake.
My reputation depends on giving honest guidance, not pushing expensive solutions. I'm not selling investments or getting paid by custodians.
Q: Is this a sales call for your more expensive services?
A: No. This is a genuine consultation focused on giving you clarity about self-directed IRAs.
If you want additional help after our session, I'll mention my other services, but there's no pressure. Many people get everything they need from this one session.
Q: Will you recommend specific investments?
A: No, I don't provide investment recommendations.
I help you understand if your investment ideas are suitable for self-directed IRAs and connect you with the right resources to evaluate opportunities.
Q: What if I decide a self-directed IRA isn't right for me?
A: I'll tell you honestly if I don't think it's the right fit for your situation.
Better to know now than make an expensive mistake later. You'll still walk away with valuable insights about your retirement strategy.
Q: How quickly can we schedule the session?
A: Most sessions can be scheduled within 3-5 business days.
Rush appointments may be available for time-sensitive investment opportunities.
Q: Is this tax or legal advice?
A: No, this is educational guidance based on my experience. You should always consult with your tax and legal advisors for specific advice about your situation.
Click the button below to schedule your Clarity Session
You'll immediately receive:
Link to schedule your session time
Pre-session questionnaire to maximize our time
Zoom link and all session details
My direct contact information
Sessions are available Monday-Friday between 9 AM and 5 PM Eastern
© 2025 | Roberta Hudy | nvstira.com