Asset Exchange Strategies, LLC (AES) has designed its Marketing Partner program to provide you with the highest probability of success. You will be able to use a very similar model that has made AES the leading Self-Directed IRA Advisory group in the nation. When you follow our suggestions you will increase your business.
AES has partnered with the some of the best companies in the industry and most importantly, those that understand the IRA LLC.
Keller Williams Realty
David Bowen, a friend and Keller Williams Real Estate Agent spearheads our SDIRA real estate partner program for the company. Keller Williams Realty is defined as an industry innovator and leader and most recently was named as the third largest real estate company in the United States.
Chase Bank and Wells Fargo
Both of these banks have provided thousands of our clientele compliant checking accounts for all of our products. The client can work through the following for IRA loans.
United Lending
David McMillan has been a long time friend of AES and is able to provide lending products for the IRA LLC.
Title Companies
Gracy Title and First American Title for title work and wrap documents.
OUR INTENTION
Our goal is to help you achieve success without intruding on your client relationship.
We understand the importance of client relation ownership and how hard you worked to achieve that trust. Therefore we are willing to offer every resource at our disposal to make you successful.
- AES is the largest Self –Directed IRA Advisory group in the nation and has extensive knowledge of self-directed investments. Investors should make sure that the Advisor has the expertise to implement advanced methodologies and a strong background to provide solid advice.
- Client ownership is respected; AES understands and practices this which helps you gain clientele to build your business and your new Marketing Partner program. AES respects the client relationship you have developed over the years, so your clients are not our clients as compared to Retirement Facilitator’s market partner programs.
- Diversity of products to provide you with the opportunity to make ongoing sales.
- Marketing Partner Advisors with in-house national recognized authorities to help you succeed.
- At the Marketing Partner’s choice, a nationally recognized public relations group is available to provide regional media exposure.
Asset Exchange Strategies / Self-Directed Retirement Investment Experts
Asset Exchange Strategies, LLC (AES) is a marketing company consisting of a consortium of financial professionals whose purpose is to educate individuals about the benefits of Self-Directed IRAs (SDIRA). It is their mission to provide you with the tools and knowledge to guide your clients to create and build wealth. AES has benefit of the expertise, tax attorneys, CPAs, Realtors and other financial experts to implement the appropriate methodology and tools.
Daniel Cordoba, Principal of AES is recognized as the expert knowledge leader in Self-Directed Retirement investing.
Sonia St. James, Principal of the AccelerProcess and DecideonRealEstate.com is a Muse, and a leading strategist.
