Starting from your introductory consultation, through the implementation process, and as you invest with your self-directed retirement plan, Nashional Self-Directed will be there to guide you. This personal, client-centric service model allows us to make sure that you are always getting the best information and guidance specific to your unique situation and goals possible.
We are proud to provide Self-Directed Solo 401(k) plans with the most flexibility possible. You can invest in what you want, and when you want, per applicable rules. There are no minimums to open or use your plan. You can contribute on your own schedule and you can contact us with questions at any time. All of this comes without any hidden fees, ever.
All Plans Include:
Fast document setup and delivery
A copy of our IRS-approval letter
Lifetime support and guidance for Self-Directed Solo 401(k) plan sponsors and account holders
No hidden fees, asset management fees, or transaction fees
Your funds are in your control; we never touch your money
A message from our founder:
"Nashional Self-Directed is rooted in the philosophy of 'business owners helping business owners', because I’m on this entrepreneurial journey just like them. I speak their language and can empathize with where they are coming from. My clients deserve the best guidance and advice possible per their individual situation, so I take the time to get to know them to help ensure that a Self-Directed Solo 401(k) is right for their situation and that they understand how it works and the rules that must be followed.
When someone contacts Nashional Self-Directed they talk to me, not the next available customer service representative. When they have a question about an investment that they are considering, I encourage them to contact me first to ensure that no rules are being broken. I am happy to answer it with the best guidance that I can, without charging an extra consultation fee. I truly want to see my clients succeed, so I’m personally involved in, and devoted to, their Self-Directed Solo 401(k) experience."
~Whitney Nash, CPFA
Founder, President & CEO