We are a team of experienced attorneys, CPAs, paralegals, and accountants committed to giving our clients the resources necessary to take control of their retirement. We believe that clients and their independent financial advisors should make investment decisions and that those investments shouldn’t consist of only the typical menu offered by Wall Street (e.g. stocks, bonds, and mutual funds).
Mat Sorensen is a lawyer and the author of The Self Directed IRA Handbook: An Authoritative Guide for Self Directed Retirement Plan Investors and Their Advisors, an Amazon/Kindle best-seller and a textbook for the Retirement Industry Trust Association’s Self Directed IRA Professional certification program. Mat has advised over a thousand clients with self directed retirement plan investments and has established IRA/LLCs, partnerships, private offerings, corporations, and other investment structures with self directed IRAs and 401(k)s. In addition to account owners, his clients have included trust companies, financial institutions, insurance companies, hedge funds, investment sponsors, and third party administrators
Mark J. Kohler
Mark J. Kohler, M.Pr.A., C.P.A., J.D., is a best-selling author; national speaker; radio show host; writer and video personality for Entrepreneur.com; real estate investor; senior partner in the law firm, Kyler, Kohler, Ostermiller & Sorensen, and the accounting firm of Kohler & Eyre, CPAs. Mark is a personal and small business tax and legal expert, who helps clients build and protect wealth through wealth management strategies, and business and tax remedies often overlooked in this challenging, ever-changing economic climate. His seminars have helped tens of thousands of individuals and small business owners navigate the maze of legal, regulatory and financial laws to greater success and wealth.