Get Your Self-Directed IRA Set Up and Your First Investment Reviewed – Complete Done-For-You Service

Stop wasting time trying to figure out custodian selection and investment review yourself – get matched with the right fit custodian, personally introduced, and have your first investment professionally reviewed so you can start building wealth in 30 days.

The Complete SDIRA Quick Start Setup Package with Roberta Hudy Valentine
 Independent Self-Directed IRA Expert | 10+ Years Experience | 1,000+ Investors Successfully Set Up

Are You Ready to Move Forward But Don't Want to Handle the Setup Yourself?

Right now, while you're reading this, other investors are getting their self-directed IRAs funded and closing investment deals while you're still trying to figure out which custodian to choose and whether your investment opportunity will actually work.

You already know you want a self-directed IRA. Maybe you've completed a clarity session, done your research, or you're just tired of traditional investments. But now you're facing the next challenge: actually getting set up with the right custodian and making sure your first investment is structured properly.

Every week you spend trying to navigate this yourself is costing you opportunities. You could spend months calling different custodians, trying to compare their services, fees, and capabilities. You could waste time with the wrong custodian who doesn't actually support your investment type. You could make expensive mistakes structuring your first deal.

Here's what typically happens when investors try to do this alone:

• Custodian selection overwhelm: You research 15+ companies online and still can't tell which one is right for your situation
• Analysis paralysis: You spend weeks comparing fee structures without understanding what really matters for your strategy
• Wrong custodian choice: You pick based on low fees only to discover they don't support your investment type or provide terrible service
• Investment structure mistakes: You move forward with a deal that isn't properly structured for IRA treatment
• Delayed funding: Your account sits empty for months while you try to figure out the transfer process
• Missed opportunities: Great investments pass you by while you're stuck in setup mode

The hidden truth: Even after you choose a custodian, you still need to know if your investment opportunity is actually suitable for your self-directed IRA. Most custodians won't tell you this until after you've opened your account and tried to fund a deal.

The real cost of DIY setup: While you're spending months figuring this out, that 12% return investment you're considering could have already generated thousands in returns. The opportunity cost of delay is often far greater than the cost of getting expert help.

What If You Could Have Everything Set Up and Ready to Invest in 30 Days?

Imagine this instead: Within 30 days, you have your self-directed IRA open with the right fit custodian for your investment strategy. Your funding is complete. Your first investment opportunity has been professionally reviewed and approved. You're ready to start building wealth while others are still researching custodians.

Picture yourself feeling confident that you made the right custodian choice because someone with 10+ years of experience personally matched you based on your specific needs, not generic marketing materials.

What if you could skip months of research and setup hassles and have someone who's done this 1,000+ times handle the entire process for you while you focus on finding great investment opportunities?

Here's what becomes possible:

• You'll have the perfect custodian match based on your actual investment strategy
• You'll skip the trial-and-error process that costs other investors months of delays
• You'll know your first investment is properly structured before you commit
• You'll have direct relationships with the right people at your custodian
• You'll be investing while others are still stuck in research mode

The Solution: Your Complete SDIRA Quick Start Setup Package

What you need isn't more research or generic advice – you need someone to handle the entire setup process for you, match you with the perfect custodian, personally introduce you, and make sure your first investment is structured correctly.

That's exactly what my SDIRA Quick Start Setup Package delivers.

You'll go from decision to investment-ready in 30 days with everything handled for you:

• Complete IRA inventory and analysis of all your existing retirement accounts 

• Custom custodian matching based on your specific investment strategy and needs

• Personal concierge introduction to your chosen custodian with my recommendation 

• Professional investment review of your first opportunity to ensure proper IRA structure 

• Ongoing support through the setup process until you're investment-ready

This isn't consultation – this is complete done-for-you service. You'll have everything handled by someone who's successfully set up over 1,000 investors and knows exactly which custodians excel at which investment types.

How The SDIRA Quick Start System Works

What Makes This Different from DIY or Custodian Sales Reps

Unlike trying to figure this out yourself, you get 10+ years of experience and 1,000+ successful setups guiding your decisions.

Unlike custodian sales representatives who only know their own company, I can recommend from 15+ custodians based on what's actually best for your strategy.

Unlike generic consultants, I specialize exclusively in self-directed IRAs and know exactly which custodians excel with which investment types.

Unlike online research, you get personalized recommendations based on your specific situation, not generic reviews.

Here's why my approach works:

• Complete Independence: I don't get paid by custodians, so my recommendations are based solely on what's best for you 

• Proven Experience: I've successfully set up over 1,000 investors and know which custodians actually deliver

• Investment Expertise: I can review your first opportunity to ensure it's properly structured for IRA treatment 

• Personal Relationships: I have direct contacts at the best custodians who will prioritize your setup 

• Full Service Approach: Everything is handled for you from analysis to introduction to investment review

It's like having a personal consultant who handles everything while you focus on finding great investments.

Your Investment: $650 for Complete Done-For-You Service

Here's everything included in your SDIRA Quick Start Setup Package:

Complete IRA Inventory & Financial Analysis (Value: $400)

• Comprehensive review of all your existing retirement accounts
• Strategic funding recommendations based on your specific situation
• Analysis of contribution, transfer, and rollover options
• Assessment of specialized account opportunities (Solo 401k, SEP-IRA)
• This analysis would take you 15+ hours to complete yourself

Custom Custodian Matching & Research (Value: $500)

• Research and analysis of custodians perfectly matched to your strategy
• Detailed comparison of fees, services, and investment capabilities
• Personal recommendations based on 10+ years of industry experience
• Inside knowledge of which custodians actually deliver on their promises

Professional Investment Review (Value: $400)

• Expert analysis of your first investment opportunity
• Identification of potential prohibited transaction issues
• Structural recommendations to ensure IRA compliance
• Written feedback preventing expensive mistakes

Concierge Introduction & Setup Support (Value: $300)

• Personal email introduction to your chosen custodian
• Direct access to the right contacts, not call center reps
• Ongoing support through funding and first investment

• Time & Opportunity Cost Savings (Priceless)

• Skip 2-3 months of research and trial-and-error
• Avoid the $5,000-$15,000 mistakes that DIY investors often make
• Start investing while others are still comparing custodians
• Get your money working immediately instead of sitting idle

Total Value: $1,600+
 Your Investment Today: Just $650

Less than what most investors lose in setup delays and wrong custodian choices.

This Package Is Perfect For You If:

• You're ready to move beyond research and start investing
  You know you want a self-directed IRA and you're ready to get it set up properly

• You value expert guidance over DIY trial-and-error
  You understand that your time is worth more than trying to figure out custodian selection yourself

• You want to avoid expensive setup mistakes
  You'd rather invest in getting it right the first time than fix problems later

• You have an investment opportunity waiting
  You want to make sure your first deal is properly structured before you commit

This package is NOT for you if:

•  You're still researching whether self-directed IRAs are right for you (start with the Clarity Session)

• You want the cheapest possible option regardless of service quality

• You're not ready to move forward within 30-45 days

• You want to manage every detail of the setup process yourself

The True Cost of Trying to Do This Yourself

What if I told you that while you spend the next 2-3 months trying to figure out custodian selection and setup, other investors are already building wealth with the same retirement funds you have sitting idle?

Right now, as you read this:

• Someone is closing their second self-directed IRA deal while you're still comparing custodians
• An investor with the right setup is funding an opportunity in days while others wait weeks for account approval
• People with expert guidance are avoiding mistakes that will cost DIY investors thousands

The math is simple: If a good investment opportunity generates 12% annually and you delay three months due to setup confusion, you've lost 3% of potential returns. On a $200,000 investment, that's $6,000 in lost wealth – over 9 times the cost of this package.

Your retirement timeline doesn't pause while you figure out the system. Neither do good investment opportunities.