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Choosing A Custodian

Every IRA must be held by a custodian.  However, only a few specialized custodians operate in the self-directed plan arena. Choosing the right one is an important decision that should take into account not only fees, but the reputation of the custodian, the type of investment that will be held in the account, and accessibility and responsiveness to the account holder.

Given your investment objectives and needs, we can help you select the appropriate custodian for you.

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