Let Retire Happy help you plan and implement your investment and retirement strategies. CONTACT US RIGHT AWAY! It's time for you to take control of your own money & your future!

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What We Do

With the recent financial markets chaos, there are undoubtedly many planning obstacles to deal with to try and maneuver the retirement funds for ultimate success. At Retire Happy we believe in Improvement through Education.

Allow us to educate you through an individualized curriculum that is tailor-fitted to your specific position and goals. We will provide you the knowledge that will power your ability to take control of your financial future and to stabilize and secure your retirement.

Retire Happy

Imagine a scenario where you need $40,000 to invest into your business but the majority of the $40,000 is tied up in 401(k) plans or IRAs. Now imagine that Retire Happy could show you a safe, legal way to use your retirement funds.

Typical Self-Directed IRA (SDIRA)

An account is established with a Self-Directed IRA Custodian with potential for IRA growth and opportunity for a diversified investment menu but not limited to traditional investments.

Retirement Benefits of a Self-Directed IRA (SDIRA)

Have your retirement account values decreased substantially? Are you unsure what to do next with your assets? Do you feel your current custodian limits your investment options? Do you feel uncomfortable with your current investments?

Insurance Services

With Retire Happy insurance services, you can invest your IRA into afforable insurance solutions.

Free Financial Analysis
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