In our changing economic times, it is more important than ever to focus on our retirement planning and financial futures. For most of us, we have never seen the wild ride that the financial markets have shown us the last few years. Just as we check our calories, blood pressure and weight on a regular [...]
As I see more and more transactions take place with new clients and current clients I am constantly surprised and excited to see what their investments are. For example, I had a current client call in to double check that his stable fees were paid for the Race Horse that he owns through his IRA at Entrust. The Race Horse was his investment
At Entrust Freedom, we do not have the ability to loan your money out for higher returns. We also cannot earn commissions because we do not sell any investments. Our only source of revenue is a flat administration fee for the required record-keeping and the IRS / client reporting that we perform.